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Lori Magliochetti Renzulli

HARDING LOEVNER LP·BRIDGEWATER, New Jersey
SIE, Series 6, Series 7, Series 24, Series 26, Series 63Clean recordHARDING LOEVNER LP
400 CROSSING BLVD, BRIDGEWATER, NJ 08807CRD# 1994781Firm CRD# 104543

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lori Magliochetti Renzulli · BRIDGEWATER, NJ
Registration
CRD #1994781 · HARDING LOEVNER LP
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 26
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
HARDING LOEVNER LP
CRD 104543 · SEC 801-36845
AUM
$43.8B
Regulatory assets under management
Employees
126
4,631 client accounts
Services offered by HARDING LOEVNER LP
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
Introduction

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04

Frequently Asked Questions

What services does Lori Magliochetti Renzulli offer?
Lori Magliochetti Renzulli specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BRIDGEWATER, New Jersey for a consultation.
What are Lori Magliochetti Renzulli's credentials?
Lori Magliochetti Renzulli is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lori Magliochetti Renzulli located?
Lori Magliochetti Renzulli is based in BRIDGEWATER, New Jersey, working with HARDING LOEVNER LP. Their office serves clients in the BRIDGEWATER metropolitan area and surrounding communities.
How does Lori Magliochetti Renzulli charge for services?
Lori Magliochetti Renzulli's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HARDING LOEVNER LP?
HARDING LOEVNER LP has approximately 126 employees and manages $43.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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