Mersereau, Lazenby & Rockas, LLC

Mersereau, Lazenby & Rockas, LLC (CRD# 126139) is a financial advisory firm headquartered in Suwanee, GA. They manage $73,060,136 in 200 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
3469 Lawrenceville Suwanee Rd, Ste B, Suwanee, GA 30024
http://cpamlr.com
By the Numbers
  • Total Assets Under Management
    73
    MILLION
  • Total Number of Accounts
    200
    ACCOUNTS
  • Average Account Value
    $365,301
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA, MT

Financial Advisors at Mersereau, Lazenby & Rockas, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Timothy Mersereau, financial advisor Suwanee GA
Timothy D. Mersereau
CRD#: 4658151
3469 Lawrenceville-suwanee Rd, Suwanee, GA 30024

Timothy Mersereau (CRD# 4658151) is an Investment Advisor Representative working at Mersereau, Lazenby & Rockas, LLC in Suwanee, GA and has 1 year of experience in the finance industry.

2
Laura Rockas, financial advisor Suwanee GA
Laura E. Rockas
CRD#: 6568812
3469 Lawrenceville Suwanee Rd, Ste B, Suwanee, GA 30024

Laura Rockas (CRD# 6568812) is an Investment Advisor Representative working at Mersereau, Lazenby & Rockas, LLC in Suwanee, GA and has 1 year of experience in the finance industry.

3
Steven Wykoff, financial advisor Suwanee GA
Steven O. Wykoff
CRD#: 4944681
3469 Lawrenceville Suwanee Rd., Suite B, Suwanee, GA 30024

Steven Wykoff (CRD# 4944681) is an Investment Advisor Representative working at Mersereau, Lazenby & Rockas, LLC in Suwanee, GA and has over 18 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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