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Miranda Jean Lazzara

PIN WEALTH, LLC·NORTH READING, Massachusetts
Clean recordPIN WEALTH, LLC
348 PARK STREET, NORTH READING, MA 01864CRD# 6596023Firm CRD# 316919

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Miranda Jean Lazzara · NORTH READING, MA
Registration
CRD #6596023 · PIN WEALTH, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Miranda Jean Lazzara is a registered financial advisor based in NORTH READING, Massachusetts, affiliated with PIN WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
PIN WEALTH, LLC
PIN WEALTH
AUM
$84M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at PIN WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 6596023
Firm CRD# 316919
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Miranda Jean Lazzara offer?
Miranda Jean Lazzara specializes in Financial Planning, Investment Management. Contact their office in NORTH READING, Massachusetts for a consultation.
What are Miranda Jean Lazzara's credentials?
Miranda Jean Lazzara is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Miranda Jean Lazzara located?
Miranda Jean Lazzara is based in NORTH READING, Massachusetts, working with PIN WEALTH, LLC. Their office serves clients in the NORTH READING metropolitan area and surrounding communities.
How does Miranda Jean Lazzara charge for services?
Miranda Jean Lazzara's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PIN WEALTH, LLC?
PIN WEALTH, LLC has approximately 2 employees and manages $84M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PIN WEALTH, LLC

David Anderson Knechtle
NORTH READING, MA
Joshua Michael Wilson
NORTH READING, MA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)NEEDHAM (97)SPRINGFIELD (80)BRAINTREE (69)WESTWOOD (54)WELLESLEY HILLS (46)
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BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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