William Lapiana, financial advisor New York NY
93 score

William Lapiana

CRD Number: 4580411
Current Firm: Newbridge Financial Services Group, Inc.

William Lapiana (CRD# 4580411) is an Investment Advisor Representative working at Newbridge Financial Services Group, Inc. in New York, NY and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Newbridge Securities New York, NY Feb 2009 - Current 7
Chicago Investment Group New York, NY Sep 2005 - Feb 2009 3
Ladenburg, Thalmann & Company, Inc. New York, NY Nov 2002 - Feb 2009 6
Ladenburg Capital Management Inc. Bethpage, NY Jun 2002 - Feb 2009 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2002
S65 NASAA Investment Advisors Law Examination Nov 2004
Contact Info for William Lapiana
Phone Number: 954-334-3450
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    97
    MILLIONS
  • Total Number of Accounts
    563
    ACCOUNTS
  • Average Account Value
    $171,484
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, MA, MD, MI, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SD, TN, TX, UT, VA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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