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Lawrence Michael Puccio

Janney Montgomery Scott LLC

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About Lawrence Michael Puccio

Lawrence Michael Puccio is a Financial Advisor at Janney Montgomery Scott LLC. Lawrence has been in the financial services industry since March 2020. Lawrence has passed the Series 7TO and SIE exams. Janney Montgomery Scott LLC is a financial services firm that provides investment advisory and brokerage services to individuals, families, businesses, and institutions. The firm has approximately $85 billion in assets under management.

Firm Information

Lawrence Puccio is currently registered with Janney Montgomery Scott LLC. Janney Montgomery Scott LLC is a Philadelphia-based, full-service financial services firm with over $85 billion in assets under management. Formed in 1999, the firm provides a comprehensive suite of financial advisory services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and institutions. Janney Montgomery Scott LLC is registered with the SEC and operates in all 50 states and the District of Columbia.
Janney Montgomery Scott LLC

1717 ARCH STREET

PHILADELPHIA, PA 19103

$85.90B

Assets Under Management

2,265

Total Clients

1,570

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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other

Fee plus commission

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Lawrence Puccio’s Registration & Firm History

PA

03/17/2020 - Present

Janney Montgomery Scott LLC (PHILADELPHIA PA)

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Licenses & Designations

BC

Issued 03/17/2020

Series 7TO - General Securities Representative Examination

BC

Issued 11/23/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Lawrence Michael Puccio.
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