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Daniel Anthony Sperrazza

LAKEWATER CAPITAL LLC·SKANEATELES, New York
Series 65Clean record9 years registeredLAKEWATER 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 · 9 years registered
Brand Profile
Not yet started
01

Career History

HIGHTOWER ADVISORS, LLC
Jun 2017 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · June 6, 2017
Years registered · 9
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LAKEWATER CAPITAL LLC
CRD 169909 · SEC 801-78938
AUM
$41M
Regulatory assets under management
Employees
6
8 client accounts
Services offered by LAKEWATER CAPITAL LLC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at LAKEWATER CAPITAL LLC →
Introduction

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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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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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