Lawrence James Annello
Investment adviser representative at Sagebroadview Wealth Management, LLC
21 yearsExperience
3 statesRegistered in
CFP® certification, PFSDesignations
$397.2MFirm assets
Are you Lawrence James Annello? 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Sagebroadview Wealth Management, LLCDec 2000 to now
- Uhy Advisors N.E., LLCMay 2018 to Sep 2020
- Del Conte, Hyde, Annello & Schuch, P.C.Jun 1999 to Apr 2018
Designations
- CFP® certification
- PFS
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 3 states (CT, MA, NJ).
Sagebroadview Wealth Management, LLC
$397.2MAssets managed
148Clients
6Advisers
11 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
- 4650103
- Firm CRD
- 126472