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William Rafael Lanza

Blackrock Investments, LLC

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About William Rafael Lanza

William Rafael Lanza has been a registered representative since May 30, 2002. William has been working with Blackrock Investments, LLC since May 16, 2023. Previously, William has worked with Lord Abbett Distributor LLC, Pershing LLC and Fred Alger & Company, Incorporated. William holds the Series 7 and SIE licenses. William is currently registered with FINRA.

Firm Information

William Lanza is currently registered with Blackrock Investments, LLC. Blackrock Investments, LLC is a Limited Liability Company formed on October 21, 1994. The firm is registered with the Securities and Exchange Commission and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. Blackrock Investments has been involved in one regulatory event and one arbitration.

Not reported

Assets Under Management

Not reported

Total Clients

280

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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William Lanza’s Registration & Firm History

NJ

05/16/2023 - Present

Blackrock Investments, LLC (PRINCETON NJ)

NJ

04/26/2007 - 09/21/2021

LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)

NJ

06/09/2004 - 02/09/2006

PERSHING LLC (JERSEY CITY NJ)

NY

05/30/2002 - 05/10/2004

FRED ALGER & COMPANY, INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/28/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Rafael Lanza.
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