LC
LC

Lawrence Chiarello

13 Years of Experience
Shrewsbury, NJ

Lawrence Chiarello is a registered investment advisor at Skyview Investment Advisors, LLC, based in Shrewsbury, NJ, with 13 years of industry experience. Lawrence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 17 clients with $6.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
17 clients
Average Client Portfolio
$406.0M average
Assets Under Management
$6.9B

Fee Structure

Investment management only (planning not offered)

SKYVIEW Investment Advisors charges an annual fee based on the value of your portfolio. This fee generally ranges from 0.25% to 2.00%. This fee does not include brokerage commissions, sub-advisor fees, custodial fees, transaction fees, or other related costs. SKYVIEW may negotiate or waive fees on a client-by-client basis.

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Location

595 Shrewsbury Avenue, Suite 203, Shrewsbury, NJ, 07702

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Skyview Investment Advisors, LLC
July 2017 - Present · 8 yrs 9 mos
Previous Registrations
Bpv Capital Management, LLC
July 2015 - September 2016 · 1 yr 2 mos
Skyview Investment Advisors LLC
May 2011 - March 2015 · 3 yrs 10 mos
State Registrations1 state
NJ
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Lawrence Chiarello - Financial Advisor | TrueAdvisor