David Lazzaro is a ChFC-designated registered investment advisor, based in Bayville, NJ, with 32 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Bayville, NJ
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is involved in insurance sales through DJL Wealth Management, LLC, and is a managing member providing business consulting, tax preparation, and related services. He also works for Uptiq Premier Mortgage, LLC originating mortgage loans, dedicating minimal time to this activity.
Employment History
Current Registrations
Stirlingshire Investments
Stirlingshire Investments
Stirlingshire InvestmentsBroker
Previous Registrations
Money Concepts Advisory Service
Money Concepts Capital CORPBroker
H. Beck, INC.
H. Beck, INC.Broker
Money Concepts Capital CORP
Money Concepts Capital CORPBroker
Waterhouse Securities, INC.Broker
Quest Capital Strategies, INC.Broker
First American National Securities, INC.Broker
State Registrations8 states
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.