Miranda Lazzara, financial advisor North Reading MA

Miranda Lazzara

CRD Number: 6596023
Current Firm: Securities America Advisors, Inc.

Miranda Lazzara (CRD# 6596023) is an Investment Advisor Representative working at Securities America Advisors, Inc. in North Reading, MA and has over 3 years of experience in the finance industry.

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Fidelity Personal And Workplace Advisors
Company Name Location Dates Years
Securities America Advisors Wellesley, MA Jan 2019 - Current 2
Securities America Inc. Wellesley, MA Aug 2018 - Current 3
Proeast Asset Management South Windsor, CT Jan 2016 - May 2018 2
University Of Connecticut South Windsor, CT Aug 2015 - Jan 2016 < 1
Restaurant West Yarmouth, MA May 2015 - Aug 2015 < 1
York College York, PA Aug 2014 - May 2015 < 1
High School South Windsor, CT Aug 2010 - Aug 2014 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2018
Contact Info for Miranda J. Lazzara
Phone Number: 402-399-9111
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    39,299
    MILLIONS
  • Total Number of Accounts
    217,546
    ACCOUNTS
  • Average Account Value
    $180,647
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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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