PPrivate Fund Data Log in Join · $37/mo

Lawrence James Annello

Partner, Chief Compliance OfficerSagebroadview Wealth Management, LLCCRD 4650103

About Lawrence James Annello

Lawrence James Annello is listed as Partner, Chief Compliance Officer at Sagebroadview Wealth Management, LLC in Farmington, CT. Form ADV reports a beneficial ownership band of Under 5%. Lawrence James Annello is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Sagebroadview Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Lawrence James Annello work?

Lawrence James Annello is listed as Partner, Chief Compliance Officer at Sagebroadview Wealth Management, LLC on SEC Form ADV.

How much of Sagebroadview Wealth Management, LLC does Lawrence James Annello own?

Form ADV reports a beneficial ownership band of Under 5%.

Sagebroadview Wealth Management, LLC

TitlePartner, Chief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2000
View Sagebroadview Wealth Management, LLC →

Sagebroadview Wealth Management, LLC

TitleDirector, President
Ownership25-50%
Control personYes
Since2020
View Sagebroadview Wealth Management, LLC →