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Christopher Conte Lanza

Parnassus Funds Distributor, LLC

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About Christopher Conte Lanza

Christopher Lanza is a financial professional with over 12 years of experience in the industry. Christopher holds the Series 7, Series 99TO, and SIE licenses and has worked with several firms in the industry. Currently, Christopher is registered with Parnassus Funds Distributor, LLC and Foreside Financial Services, LLC in Portland, ME. Christopher has previously worked at several other financial institutions, including Compass Distributors, LLC, Foreside Investment Services, LLC, Fairholme Distributors, LLC, Foreside Associates, LLC, Foreside Distribution Solutions, LLC, and BD Compliance Solutions, LLC.

Firm Information

Christopher Lanza is currently registered with Parnassus Funds Distributor, LLC. Parnassus Funds Distributor, LLC is a Limited Liability Company formed in March 2019. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Christopher Lanza’s Registration & Firm History

ME

09/15/2021 - Present

Parnassus Funds Distributor, LLC (Portland ME)

ME

09/29/2015 - 11/29/2023

COMPASS DISTRIBUTORS, LLC (PORTLAND ME)

ME

09/29/2015 - 10/11/2022

FORESIDE INVESTMENT SERVICES, LLC (Portland ME)

ME

09/29/2015 - 06/23/2020

FAIRHOLME DISTRIBUTORS, LLC (PORTLAND ME)

ME

09/29/2015 - 06/23/2020

FORESIDE ASSOCIATES, LLC (PORTLAND ME)

ME

09/29/2015 - 06/23/2020

FORESIDE DISTRIBUTION SOLUTIONS, LLC (PORTLAND ME)

ME

09/29/2015 - 05/01/2020

BD COMPLIANCE SOLUTIONS, LLC (PORTLAND ME)

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Licenses & Designations

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/25/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopher Conte Lanza.
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