Lawrence Giordano, financial advisor Purchase NY

Lawrence Giordano

CRD Number: 1316833
Current Firm: Janney Montgomery Scott LLC

Lawrence Giordano (CRD# 1316833) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Purchase, NY and has over 39 years of experience in the finance industry.

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Company Name Location Dates Years
Janney Montgomery Scott LLC Purchase, NY Sep 2008 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1984
S65 NASAA Investment Advisors Law Examination May 1994
Contact Info for Lawrence P. Giordano
Phone Number: 215-665-6000
Registered State(s):
  • CA
  • NJ
  • NY
  • OH
By the Numbers
  • Total Assets Under Management
    73,001
    MILLIONS
  • Total Number of Accounts
    216,397
    ACCOUNTS
  • Average Account Value
    $337,346
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • 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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