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Josh Lorenzetti

Advisory Services Network

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About Josh Lorenzetti

Josh Lorenzetti is a registered investment advisor representative with Advisory Services Network. Josh has been in the industry for over three years, having passed the Series 7TO, SIE, and Series 66 exams. Josh is registered in 28 states and the District of Columbia. Advisory Services Network has offices in Atlanta and Columbia, SC. Advisory Services Network provides investment advice to a variety of client types including high net worth individuals, corporations, pension and profit-sharing plans, charitable organizations and individuals other than high net worth. Advisory Services Network's services include financial planning, selection of other advisors, and portfolio management for individuals.

Firm Information

Josh Lorenzetti is currently registered with Advisory Services Network. Advisory Services Network is a financial advisory firm headquartered in Atlanta, GA. The firm provides a range of financial services including financial planning, portfolio management for individuals, and selection of other advisors. The firm manages approximately $6.8 billion in assets for a diverse clientele including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and individuals. The firm employs 86 licensed agents, 206 investment advisor representatives, and 14 registered representatives.
Advisory Services Network

6600 PEACHTREE DUNWOODY RD.

ATLANTA, GA 30328

$6.82B

Assets Under Management

44

Total Clients

213

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Josh Lorenzetti’s Registration & Firm History

GA

01/17/2025 - Present

Advisory Services Network (ATLANTA GA)

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Licenses & Designations

BOTH

Issued 09/25/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/10/2020

Series 7TO - General Securities Representative Examination

BC

Issued 06/06/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Josh Lorenzetti.
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