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Joseph Anthony Lorusso

STRUCTURED FINANCE ADVISORS INC·AVON, Connecticut
Clean recordSTRUCTURED FINANCE ADVISORS INC
30 AVON MEADOW LANE, AVON, CT 06001CRD# 3163789Firm CRD# 111460

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joseph Anthony Lorusso · AVON, CT
Registration
CRD #3163789 · STRUCTURED FINANCE ADVISORS INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Joseph Anthony Lorusso is a registered financial advisor based in AVON, Connecticut, affiliated with STRUCTURED FINANCE ADVISORS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Financial Education
Client Types

Client type data will be added during profile enrichment.

Introduction

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03

Firm Overview

Firm
STRUCTURED FINANCE ADVISORS INC
STRUCTURED FINANCE ADVISORS, INC.
AUM
$27M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at STRUCTURED FINANCE ADVISORS INC →
Services
Selection of other advisers
Educational seminars/workshops
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: PORTFOLIO SURVEILLANCE REPORTING FEES
Regulatory
SEC/IARD CRD# 3163789
Firm CRD# 111460
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joseph Anthony Lorusso offer?
Joseph Anthony Lorusso specializes in Wealth Management, Financial Education. Contact their office in AVON, Connecticut for a consultation.
What are Joseph Anthony Lorusso's credentials?
Joseph Anthony Lorusso is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Anthony Lorusso located?
Joseph Anthony Lorusso is based in AVON, Connecticut, working with STRUCTURED FINANCE ADVISORS INC. Their office serves clients in the AVON metropolitan area and surrounding communities.
How does Joseph Anthony Lorusso charge for services?
Joseph Anthony Lorusso's firm is compensated through percentage of aum, performance-based fees, other: portfolio surveillance reporting fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STRUCTURED FINANCE ADVISORS INC?
STRUCTURED FINANCE ADVISORS INC has approximately 4 employees and manages $27M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at STRUCTURED FINANCE ADVISORS INC

Rose Marie Lorusso
AVON, CT

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Research
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