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Lawrence Edward Sarkozy

LEDGEWOOD WEALTH ADVISORS, LLC·EXETER, New Hampshire
Series 7, Series 24, Series 63, Series 65Clean record5 years registeredLEDGEWOOD WEALTH ADVISORS, LLC
92 PORTSMOUTH AVENUE, EXETER, NH 03833CRD# 4352258Firm CRD# 109049

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lawrence Edward Sarkozy · EXETER, NH
Registration
CRD #4352258 · LEDGEWOOD WEALTH ADVISORS, LLC · 5 years registered
Brand Profile
Not yet started
01

Career History

LEDGEWOOD WEALTH ADVISORS, LLC
Oct 2020 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · October 15, 2020
Years registered · 5
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LEDGEWOOD WEALTH ADVISORS, LLC
CRD 109049 · SEC 801-114871
AUM
$163M
Regulatory assets under management
Employees
2
244 client accounts
Services offered by LEDGEWOOD WEALTH ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at LEDGEWOOD WEALTH ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Lawrence Edward Sarkozy offer?
Lawrence Edward Sarkozy specializes in Financial Planning, Investment Management. Contact their office in EXETER, New Hampshire for a consultation.
What are Lawrence Edward Sarkozy's credentials?
Lawrence Edward Sarkozy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lawrence Edward Sarkozy located?
Lawrence Edward Sarkozy is based in EXETER, New Hampshire, working with LEDGEWOOD WEALTH ADVISORS, LLC. Their office serves clients in the EXETER metropolitan area and surrounding communities.
How does Lawrence Edward Sarkozy charge for services?
Lawrence Edward Sarkozy's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LEDGEWOOD WEALTH ADVISORS, LLC?
LEDGEWOOD WEALTH ADVISORS, LLC has approximately 2 employees and manages $163M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New Hampshire
PORTSMOUTH (75)BEDFORD (26)CONCORD (22)MANCHESTER (12)HANOVER (10)WOLFEBORO (7)NEW LONDON (7)KEENE (5)LEBANON (5)NASHUA (5)
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PORTSMOUTH GuideBEDFORD GuideCONCORD GuideMANCHESTER GuideHANOVER Guide
Research
Advisor Fees in New HampshireNational Fee Analysis
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