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Lawrence Edward Sarkozy

LEDGEWOOD WEALTH ADVISORS, LLC·EXETER, New Hampshire
Unclaimed Profile
92 PORTSMOUTH AVENUE, EXETER, NH 03833CRD# 4352258Firm CRD# 109049
01

About

Lawrence Edward Sarkozy is a registered financial advisor based in EXETER, New Hampshire, affiliated with LEDGEWOOD WEALTH ADVISORS, 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
03

Firm Overview

Firm
LEDGEWOOD WEALTH ADVISORS, LLC
LEDGEWOOD WEALTH ADVISORS, LLC
AUM
$163M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at LEDGEWOOD WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4352258
Firm CRD# 109049
No disclosures on file
View on FINRA BrokerCheck →

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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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Daniel John Wyand — BLUELINE ADVISORS LLCFrank Charles Sabin — BLUELINE ADVISORS LLCGregory Bruce Gagne — AFFINITY INVESTMENT GROUP, LLCPeter Wright Willcox — AFFINITY INVESTMENT GROUP, LLCJulie Ann Koeninger — CONSERVATION RESOURCE PARTNERS, LLC
Nearby cities in New Hampshire
PORTSMOUTH (114)BEDFORD (41)CONCORD (40)MANCHESTER (39)HANOVER (37)
City Guides
PORTSMOUTH GuideBEDFORD GuideCONCORD GuideMANCHESTER GuideHANOVER Guide
Research
Advisor Fees in New HampshireNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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