Mary Ann Lazzaro, financial advisor Yardley PA
93 score

Mary Ann Lazzaro

CRD Number: 5618393
Current Firm: Ameriprise Financial Services, Inc.

Mary Ann Lazzaro (CRD# 5618393) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Yardley, PA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services Inc. Yardley, PA Apr 2012 - Current 4
H.d.vest Investment Services Yardley, PA Nov 2008 - Apr 2012 3
Self Employed Robbinsville, NJ Jun 2004 - Apr 2012 7
Boscarelli & Zaiss, Cpa Yardley, PA Dec 2006 - Nov 2011 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2009
S65 NASAA Investment Advisors Law Examination Jun 2012
Contact Info for Mary Ann Lazzaro
Phone Number: 612-671-3131
Registered State(s):
  • NJ
  • PA
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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

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