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Lance Vitanza

TD Securities (usa) LLC

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About Lance Vitanza

Lance Vitanza is an investment professional with over 18 years of experience in the financial services industry. Lance is currently registered with TD Securities (usa) LLC and holds Series 63, 7, 87 and SIE licenses. Lance has previously worked with a variety of financial firms, including Cowen and Company, CRT Capital Group LLC, Goldman, Sachs & Co., Deutsche Bank Securities Inc., BT Alex. Brown Incorporated and Laffer Advisors Incorporated. Lance's experience includes investment advisory services and securities trading.

Firm Information

Lance Vitanza is currently registered with TD Securities (usa) LLC. TD Securities (USA) LLC is a Limited Liability Company formed in November 2004. The firm is registered in all 50 states, as well as the District of Columbia and Puerto Rico. It is also registered with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

174

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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Lance Vitanza’s Registration & Firm History

NY

03/05/2024 - Present

TD Securities (usa) LLC (New York NY)

CT

05/07/2016 - 04/11/2024

COWEN AND COMPANY (Stamford CT)

CT

08/16/2010 - 05/11/2016

CRT CAPITAL GROUP LLC (STAMFORD CT)

NY

10/04/1999 - 05/06/2002

GOLDMAN, SACHS & CO. (NEW YORK NY)

NY

06/14/1999 - 10/04/1999

DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)

MD

02/19/1998 - 06/14/1999

BT ALEX. BROWN INCORPORATED (BALTIMORE MD)

NY

07/16/1997 - 03/04/1998

LAFFER ADVISORS INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/26/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/09/2010

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 08/12/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Lance Vitanza.
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