Francesca M Lanza
Investment adviser representative at Winthrop Wealth
9 yearsExperience
2 statesRegistered in
$3.1BFirm assets
9 yearsFirm in business
Are you Francesca M Lanza? 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
9 years in the industry.
- Winthrop WealthOct 2022 to now
- LPL Financial LLCOct 2022 to Nov 2024
- Eaton VanceJun 2021 to Sep 2022
- Eaton VanceJun 2020 to Aug 2020
- TravelexNov 2018 to Aug 2019
- University of Massachusetts-amherstSep 2017 to May 2021
- WahlburgersApr 2016 to Jan 2021
- Bishop Fenwick High SchoolSep 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
Winthrop Wealth
Legal name: Winthrop Advisory Group, LLC
$3.1BAssets managed
2,481Clients
28Advisers
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
- 7203898
- Firm CRD
- 288178