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Lawrence G Peruzzi

Mischler Financial Group, Inc.

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About Lawrence G Peruzzi

Lawrence Peruzzi is a financial advisor with over 16 years of experience in the financial services industry. He is currently registered with Mischler Financial Group, Inc. in Boston, MA. Previously, Lawrence held positions at CABRERA CAPITAL MARKETS, LLC and MELLON FUNDS DISTRIBUTOR, L.P. Lawrence has a wide range of experience and holds several licenses and certifications, including Series 3, 7, 24, 55, 57TO, 63, 99TO and SIE. He is currently registered in California, Connecticut, Illinois, Massachusetts and New York.

Firm Information

Lawrence Peruzzi is currently registered with Mischler Financial Group, Inc.. Mischler Financial Group, Inc. is a corporation formed in November 1994. It is registered with the SEC and in 48 states, providing financial services nationwide.

Not reported

Assets Under Management

Not reported

Total Clients

49

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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Lawrence Peruzzi’s Registration & Firm History

MA

11/09/2015 - Present

Mischler Financial Group, Inc. (Boston MA)

MA

11/21/2008 - 11/11/2015

CABRERA CAPITAL MARKETS, LLC (BOSTON MA)

MA

03/06/2003 - 04/13/2005

MELLON FUNDS DISTRIBUTOR, L.P. (BOSTON MA)

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Licenses & Designations

BC

Issued 01/07/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/04/2009

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/10/2009

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 11/20/2008

Series 7 - General Securities Representative Examination

BC

Issued 01/25/1993

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lawrence G Peruzzi.
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