Joseph Scott Lawrence
Investment adviser representative at Aria Wealth Management
14 yearsExperience
2 statesRegistered in
$130MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Aria Wealth Management, Inc.Jul 2017 to now
- Concert Wealth Management, IncDec 2012 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
State registrations
Registered as an investment adviser representative in 2 states (AL, TX).
Aria Wealth Management
Legal name: Aria Wealth Management, Inc.
$130MAssets managed
249Clients
6Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2457893
- Firm CRD
- 288450