Lawrence Scharf
Lawrence Scharf is a registered investment advisor at Raymond James & Associates, INC., based in Westport, CT, with 43 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
285 Riverside Avenue, Suite 205, Westport, CT, 06880
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Regulatory History (1)
Employment Separation After Allegations
April 2016Other Business Activities
Lawrence is the president of LS Holdings, LLC and Red Roses LLC, overseeing investments and management for each, respectively, dedicating minimal time to each. He also owns rental real estate through Sunshine Daydreams, LLC, spending a few hours per week overseeing the property management company.
Employment History
Current Registrations
Steward Partners Investment Solutions, LLCBroker
Steward Partners Investment Advisory, LLC
Steward Partners Investment Solutions, LLC
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
UBS Financial Services INC.Broker
UBS Financial Services INC.
Advest, INC.
Advest, INC.Broker
John G. Kinnard and Company, IncorporatedBroker
Iri Securities CorporationBroker
State Registrations7 states
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