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Lawrence Jude Messina

MESSINA WEALTH MANAGEMENT, LLC·SPRING HILL, Florida
SIE, Series 7, Series 31, Series 63, Series 65Clean record32 years registeredMESSINA WEALTH MANAGEMENT, LLC
5437 SPRING HILL DRIVE, SPRING HILL, FL 34606CRD# 2421871Firm CRD# 332216

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lawrence Jude Messina · SPRING HILL, FL
Registration
CRD #2421871 · MESSINA WEALTH MANAGEMENT, LLC · 32 years registered
Brand Profile
Not yet started
01

Career History

PURSHE KAPLAN STERLING INVESTMENTS
Apr 2025 – present
MESSINA WEALTH MANAGEMENT, LLC
Jan 2025 – present
HILLTOP SECURITIES INC.
Jul 2016 – Jan 2025
DALLAS, TX
STIFEL, NICOLAUS & COMPANY, INCORPORATED
Mar 2009 – Jul 2016
DALLAS, TX
STANFORD GROUP COMPANY
Nov 2006 – Mar 2009
DALLAS, TX
MORGAN STANLEY
Dec 1993 – Nov 2006
ARLINGTON, TX
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 31
Series 63
Series 65
Registration record
First registered · December 22, 1993
Years registered · 32
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MESSINA WEALTH MANAGEMENT, LLC
CRD 332216 · SEC 801-131490
AUM
—
Regulatory assets under management
Employees
2
Total firm employees
Services offered by MESSINA WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
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 MESSINA WEALTH MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Lawrence Jude Messina offer?
Lawrence Jude Messina specializes in Financial Planning, Investment Management. Contact their office in SPRING HILL, Florida for a consultation.
What are Lawrence Jude Messina's credentials?
Lawrence Jude Messina is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lawrence Jude Messina located?
Lawrence Jude Messina is based in SPRING HILL, Florida, working with MESSINA WEALTH MANAGEMENT, LLC. Their office serves clients in the SPRING HILL metropolitan area and surrounding communities.
How does Lawrence Jude Messina charge for services?
Lawrence Jude Messina's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MESSINA WEALTH MANAGEMENT, LLC?
MESSINA WEALTH MANAGEMENT, LLC has approximately 2 employees. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MESSINA WEALTH MANAGEMENT, LLC

Kristie Lyn Messina
SPRING HILL, FL

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