Carlo Lorenzana, financial advisor Woodland Hills CA

Carlo Lorenzana

CRD Number: 5937658
Current Firm: Brookside Wealth Management LLC

Carlo Lorenzana (CRD# 5937658) is an Investment Advisor Representative working at Brookside Wealth Management LLC in Woodland Hills, CA and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Brookside Wealth Management LLC Woodland Hills, CA Mar 2017 - Current 7
Cdl Insurance Service, LLC Tarzana, CA Jan 2017 - Current 7
Wells Fargo Bank, N.a. Mclean, VA Apr 2011 - Dec 2016 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2011
Contact Info for Carlo D. Lorenzana
Phone Number: 925-788-2661
Registered State(s):
  • CA
Current Firm Details
Brookside Wealth Management LLC
Firm's CRD Number: 287767
By the Numbers
  • Total Assets Under Management
    5
    MILLIONS
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $1,600,128
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA

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