Robert Lawrence Pancrazi
Investment adviser representative at Dunham
13 yearsExperience
1 stateRegistered in
$5.6BFirm assets
40 yearsFirm in business
Are you Robert Lawrence Pancrazi? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- DunhamJan 2014 to now
- Ast Investor Services, LLCMar 2013 to now
- Fourwood Capital Partners, LLCFeb 2013 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 1 state (CA).
Dunham
Legal name: Dunham & Associates Investment Counsel, Inc.
$5.6BAssets managed
13,155Clients
31Advisers
40 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
- 3277252
- Firm CRD
- 13162