Miranda Lazzara (CRD# 6596023) is an Investment Advisor Representative working at Pin Wealth in North Reading, MA and has over 5 years of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pin Wealth, LLC | North Reading, MA | Jan 2022 - Current | 2 |
| Securities America Advisors | Wellesley, MA | Jan 2019 - Jan 2022 | 3 |
| Securities America Inc. | Wellesley, MA | Aug 2018 - Jan 2022 | 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 |
- LA
- MA
- NH
- NY
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Total Assets Under Management84MILLIONS
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Total Number of Accounts491ACCOUNTS
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Average Account Value$170,122
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
LA
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