John Verrengia is a registered investment advisor at Lattanzi Financial Services LLC, based in Revere, MA, with 33 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 25 clients with $7.2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The 1% fee may be reduced based upon the amount of assets and the scope of the management services provided.
Fee Estimator
Location
166 Winthrop Ave, Revere, MA, 02151
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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 Activities
John works as an assessor for the City of Revere and participates in a CPA affiliate program through John J Verrengia, CPA, PC, dedicating about a quarter of his time to each. He also has a business entity for tax and investment purposes.
Employment History
Current Registrations
Lattanzi Financial Services LLC
Previous Registrations
Integrated Wealth Concepts LLC
LPL Financial LLCBroker
Coastal Equities, INC.Broker
Heritage Wealth Management
Investors Capital Advisory
Eastern Point Advisors INC.
Walnut Street Securities, INC.Broker
Investors Capital CORP.Broker
Cfs Brokerage CORP.Broker
North American Management, INC.Broker
Investors Capital CORP.Broker
North American Management, INC.Broker
PFS Investments INC.Broker
State Registrations1 state
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.