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Miranda Jean Lazzara

PIN WEALTH, LLC·NORTH READING, Massachusetts
SIE, Series 7, Series 7TO, Series 63, Series 66Clean record7 years registeredPIN 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 · 7 years registered
Brand Profile
Not yet started
01

Career History

COMMONWEALTH FINANCIAL NETWORK
May 2024 – present
PIN WEALTH
Jan 2022 – Jul 2024
NORTH READING, MA
SECURITIES AMERICA ADVISORS, INC.
Jan 2019 – Jan 2022
NORTH READING, MA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 7TO
Series 63
Series 66
Registration record
First registered · January 4, 2019
Years registered · 7
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PIN WEALTH, LLC
CRD 316919 · SEC 801-122713
AUM
$84M
Regulatory assets under management
Employees
2
491 client accounts
Services offered by PIN WEALTH, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PIN WEALTH, LLC →
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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 (1000)WELLESLEY (105)WALTHAM (91)BRAINTREE (58)SPRINGFIELD (41)NEEDHAM (40)NEWTON (37)CAMBRIDGE (29)WOBURN (26)LEXINGTON (25)
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Research
Advisor Fees in MassachusettsNational Fee Analysis
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