Lance Christopher Armenta
Investment adviser representative at Shufro, Rose & Co., LLC
11 yearsExperience
1 stateRegistered in
$2.5BFirm assets
71 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Shufro, Rose & Co., LLCDec 2024 to now
- UBS Financial Services, IncJun 2024 to now
- Sanford C. Bernstein & Co., LLC.Jun 2021 to Mar 2024
- Equitable Advisors, LLCSep 2020 to Jun 2021
- UnemployedJun 2020 to Aug 2020
- Morgan StanleyJun 2019 to Aug 2019
- University of North Carolina At Chapel HillAug 2015 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (NY).
Shufro, Rose & Co., LLC
$2.5BAssets managed
1,331Clients
1Advisers
71 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
- 7123848
- Firm CRD
- 3403