LZ
LZ
Laurie Zastawrny
16 Years of Experience
Rochester, NY
1 DisclosureBroker
Laurie Zastawrny is a registered investment advisor at Raymond James & Associates, INC., based in Rochester, NY, with 16 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
100 Meridian Centre, Suite 315, Rochester, NY, 14618
Get directionsHistory
Regulatory History (1)
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Financial
March 2020Pending
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
March 2022 - Present · 4 yrs 2 mos
Raymond James & Associates, INC.
March 2022 - Present · 4 yrs 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2013 - December 2021 · 8 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2011 - December 2021 · 10 yrs 2 mos
Sage, Rutty & CO., INC.Broker
October 2009 - October 2011 · 2 yrs
Morgan Stanley & CO. IncorporatedBroker
July 2008 - October 2008 · 3 mos
State Registrations4 states
FLMDNJNY
AdvisorBrokerBoth
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.