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Lawrence Frederick Pizzella

ARIA WEALTH MANAGEMENT, INC.·SARATOGA, California
Series 65Clean record10 years registeredARIA WEALTH MANAGEMENT, INC.
20640 3RD STEET, SARATOGA, CA 95070CRD# 6616698Firm CRD# 288450

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lawrence Frederick Pizzella · SARATOGA, CA
Registration
CRD #6616698 · ARIA WEALTH MANAGEMENT, INC. · 10 years registered
Brand Profile
Not yet started
01

Career History

ARIA WEALTH MANAGEMENT
Jul 2017 – present
SOWELL MANAGEMENT SERVICES
Oct 2016 – Jan 2017
San Jose, CA
CONCERT WEALTH MANAGEMENT
Feb 2016 – Sep 2017
SAN JOSE, CA
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · February 19, 2016
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ARIA WEALTH MANAGEMENT, INC.
CRD 288450 · SEC 801-110703
AUM
$194M
Regulatory assets under management
Employees
10
649 client accounts
Services offered by ARIA WEALTH MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ARIA WEALTH MANAGEMENT, INC. →
Introduction

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05

Frequently Asked Questions

What services does Lawrence Frederick Pizzella offer?
Lawrence Frederick Pizzella specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SARATOGA, California for a consultation.
What are Lawrence Frederick Pizzella's credentials?
Lawrence Frederick Pizzella is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lawrence Frederick Pizzella located?
Lawrence Frederick Pizzella is based in SARATOGA, California, working with ARIA WEALTH MANAGEMENT, INC.. Their office serves clients in the SARATOGA metropolitan area and surrounding communities.
How does Lawrence Frederick Pizzella charge for services?
Lawrence Frederick Pizzella's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ARIA WEALTH MANAGEMENT, INC.?
ARIA WEALTH MANAGEMENT, INC. has approximately 10 employees and manages $194M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ARIA WEALTH MANAGEMENT, INC.

Erik Allen Schei
SAN JOSE, CA

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