Lawrence James Annello
PartnerSagebroadview Wealth Management, LLCCRD 4650103
About Lawrence James Annello
Lawrence James Annello is listed as Partner at Sagebroadview Wealth Management, LLC in Farmington, CT. Form ADV reports a beneficial ownership band of Under 5%. Lawrence James Annello is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Sagebroadview Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Lawrence James Annello work?
Lawrence James Annello is listed as Partner at Sagebroadview Wealth Management, LLC on SEC Form ADV.
How much of Sagebroadview Wealth Management, LLC does Lawrence James Annello own?
Form ADV reports a beneficial ownership band of Under 5%.
Sagebroadview Wealth Management, LLC
| Title | Partner |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2000 |
Sagebroadview Wealth Management, LLC
| Title | Director, President |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2020 |