Thomas Lauria (CRD# 4207448) is an Investment Advisor Representative working at Van Rensselaer Management LLC in New York, NY and has over 13 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Trump Securities LLC | New York, NY | Jan 2014 - Current | 10 |
| Avtera Llc - Self Employed | Ridgefield, NJ | Jun 2001 - Current | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2011 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2012 |
- CT
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Total Assets Under Management16MILLIONS
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Total Number of Accounts4ACCOUNTS
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Average Account Value$4,000,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- Other
CT
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