Unclaimed Profile

Lawrence Asa Ward

CONGRESS ASSET MANAGEMENT COMPANY, LLP·BOSTON, Massachusetts

Series 2, Series 65Clean record14 years registeredCONGRESS ASSET MANAGEMENT COMPANY, LLP

2 SEAPORT LANE, BOSTON, MA 02210-2001CRD# 2154852Firm CRD# 105161

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lawrence Asa Ward · BOSTON, MA

Registration

CRD #2154852 · CONGRESS ASSET MANAGEMENT COMPANY, LLP · 14 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CONGRESS ASSET MANAGEMENT COMPANY, LLP

CONGRESS ASSET MANAGEMENT COMPANY, LLP

Sep 2011 – Dec 2016

BOSTON, MA

Registrations & Exams

FINRA examinations passed

Series 2

Series 65

Registration record

First registered · September 26, 2011

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CONGRESS ASSET MANAGEMENT COMPANY, LLP

CRD 105161 · SEC 801-23386

AUM

$12.1B

Regulatory assets under management

Employees

7,032 client accounts

Services offered by CONGRESS ASSET MANAGEMENT COMPANY, LLP

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

Nonprofits & Foundations

View all advisors at CONGRESS ASSET MANAGEMENT COMPANY, LLP →

Introduction

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Frequently Asked Questions

What services does Lawrence Asa Ward offer?

Lawrence Asa Ward specializes in Investment Management, Retirement Planning, Wealth Management.

What are Lawrence Asa Ward's credentials?

Lawrence Asa Ward is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lawrence Asa Ward located?

Lawrence Asa Ward is based in BOSTON, Massachusetts, last registered with CONGRESS ASSET MANAGEMENT COMPANY, LLP.

How does Lawrence Asa Ward charge for services?

Lawrence Asa Ward'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 CONGRESS ASSET MANAGEMENT COMPANY, LLP?

CONGRESS ASSET MANAGEMENT COMPANY, LLP has approximately 66 employees and manages $12.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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