LJ
Lawrence James Annello
CRD 4650103
Certified Financial Planner
Personal Financial Specialist
Firms
| Firm | Role | As of |
|---|---|---|
| Sagebroadview Wealth Management, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Sagebroadview Wealth Management, Llc
Director, President · 25% – 50% · Sep 2024
-
Sagebroadview Wealth Management, Llc
Partner, Chief Compliance Officer · Less than 5% · Sep 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗