Lorenzo
Lorenzotti
Papamarkou Wellner Perkin Advisors
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About this Advisor
Lorenzo Lorenzotti is a financial advisor working out of New York, New York who has 2 years of relevant experience. Lorenzotti currently works for Papamarkou Wellner Perkin Advisors. Throughout their career, they have worked at Papamarkou Wellner Asset Management Inc and Papamarkou Wellner & Co., Inc. Lorenzotti holds a Series 63 license, certifying them as a securities agent, and can work in New York. Papamarkou Wellner Perkin Advisors is a financial advisory company that has its headquarters in New York, NY. It has a total of 10 advisors. It handles $292 million in total assets between its 109 client accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 109 accounts, 83% are held by high-net-worth individuals who have more than $1 million in assets. Papamarkou Wellner Perkin Advisors offers a number of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, publication of newsletters and other services. Financial management fees depend on the services offered. However, fee types charged by Papamarkou Wellner Perkin Advisors can consist of asset-based, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Papamarkou Wellner Perkin Advisors Brokerage Details
$291,893,059
10
109
$2,677,918
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Publication of periodicals or newsletters
- Other
Lorenzo Lorenzotti Work History
Lorenzo has been registered as a financial advisor for 2 years.*
Papamarkou Wellner Asset Management Inc
Papamarkou Wellner & Co., Inc
*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 Lorenzo Lorenzotti 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 Papamarkou Wellner Perkin Advisors
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
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