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Daniel Anthony Sperrazza

LAKEWATER CAPITAL LLC·SKANEATELES, New York
Clean recordLAKEWATER CAPITAL LLC
3 FENNEL STREET, SKANEATELES, NY 13152CRD# 5049989Firm CRD# 169909

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Anthony Sperrazza · SKANEATELES, NY
Registration
CRD #5049989 · LAKEWATER CAPITAL LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Daniel Anthony Sperrazza is a registered financial advisor based in SKANEATELES, New York, affiliated with LAKEWATER CAPITAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
LAKEWATER CAPITAL LLC
LAKEWATER CAPITAL LLC
AUM
$41M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at LAKEWATER CAPITAL LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5049989
Firm CRD# 169909
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel Anthony Sperrazza offer?
Daniel Anthony Sperrazza specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SKANEATELES, New York for a consultation.
What are Daniel Anthony Sperrazza's credentials?
Daniel Anthony Sperrazza is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Anthony Sperrazza located?
Daniel Anthony Sperrazza is based in SKANEATELES, New York, working with LAKEWATER CAPITAL LLC. Their office serves clients in the SKANEATELES metropolitan area and surrounding communities.
How does Daniel Anthony Sperrazza charge for services?
Daniel Anthony Sperrazza'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 LAKEWATER CAPITAL LLC?
LAKEWATER CAPITAL LLC has approximately 6 employees and manages $41M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LAKEWATER CAPITAL LLC

Edward Joseph Casey
SKANEATELES, NY
Gerold Felix Lothar Klauer
SKANEATELES, NY
Glenn Thomas Migliozzi
SKANEATELES, NY

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