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Lawrence David Vitez

THE LAWRENCE D. VITEZ CORPORATION·ROCK HILL, South Carolina
SIE, Series 6, Series 26, Series 63, Series 65, Series 99TOClean recordTHE LAWRENCE D. VITEZ CORPORATION
596 HERRONS FERRY ROAD, ROCK HILL, SC 29730CRD# 2120461Firm CRD# 39326

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lawrence David Vitez · ROCK HILL, SC
Registration
CRD #2120461 · THE LAWRENCE D. VITEZ CORPORATION
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 26
Series 63
Series 65
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
BNA WEALTH, INC.
CRD 39326 · SEC 801-48984
AUM
$375M
Regulatory assets under management
Employees
5
424 client accounts
Services offered by BNA WEALTH, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BNA WEALTH, INC. →
Introduction

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Frequently Asked Questions

What services does Lawrence David Vitez offer?
Lawrence David Vitez specializes in Financial Planning, Investment Management. Contact their office in ROCK HILL, South Carolina for a consultation.
What are Lawrence David Vitez's credentials?
Lawrence David Vitez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lawrence David Vitez located?
Lawrence David Vitez is based in ROCK HILL, South Carolina, working with THE LAWRENCE D. VITEZ CORPORATION. Their office serves clients in the ROCK HILL metropolitan area and surrounding communities.
How does Lawrence David Vitez charge for services?
Lawrence David Vitez's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE LAWRENCE D. VITEZ CORPORATION?
THE LAWRENCE D. VITEZ CORPORATION has approximately 5 employees and manages $375M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at THE LAWRENCE D. VITEZ CORPORATION

Adam Eric Mr. Ackerman
ROCK HILL, SC
CFP

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