Lawrence Birnbaum, financial advisor New York NY

Lawrence Birnbaum

CRD Number: 717240
Current Firm: Wells Fargo Clearing Services, LLC

Lawrence Birnbaum (CRD# 717240) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in New York, NY and has over 39 years of experience in the finance industry.

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Origin Financial
Company Name Location Dates Years
Wells Fargo Clearing Services LLC New York, NY Jul 2017 - Current 5
Merrill Lynch, Pierce, Fenner & Smith Garden City, NY May 2007 - Jul 2017 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1983
S65 NASAA Investment Advisors Law Examination Jul 2003
Contact Info for Lawrence D. Birnbaum
Phone Number: 314-875-3000
Registered State(s):
  • NJ
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    647,796
    MILLIONS
  • Total Number of Accounts
    1,477,661
    ACCOUNTS
  • Average Account Value
    $438,393
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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