David
Lanzillo
Robbins Farley LLC
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About this Advisor
David Lanzillo is a financial advisor working in Bedford, New Hampshire with a total of 6 years of industry experience. Lanzillo is on the advisory team at Robbins Farley LLC. The advisor has gained experience at Wells Fargo Advisors Financial Network, LLC, Stay At Home Parent/Unemployed and Robbins Farley LLC. Lanzillo maintains Series 63 and Series 66 licenses, certifying them as a securities representative, and is registered to operate in Massachusetts, New Hampshire and Texas. Robbins Farley LLC is an advisory business that has its headquarters in Bedford, NH. It handles $137 million in assets across its 588 client accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 588 client accounts, 80% belong to high-net-worth clients who have greater than $1 million in assets. Robbins Farley LLC provides a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors are based on which services the firm provides the client. However, fee types billed by Robbins Farley LLC can be comprised of some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Robbins Farley LLC Brokerage Details
$136,613,715
5
588
$232,336
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
David Lanzillo Work History
David has been registered as a financial advisor for 6 years.*
Robbins Farley LLC
Wells Fargo Advisors Financial Network, LLC
Stay At Home Parent/Unemployed
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Lanzillo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Robbins Farley LLC
Bedford, NH
Bedford, NH
Bedford, NH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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