Lawrence Leaf
Advisor at LSMPT Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at LSMPT Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
LSMPT Financial Advisors, LLC
Location
Fairfield, NJ 07004
Credentials
Series 63, Series 65
Industry experience
23 years
Lawrence Leaf is a financial advisor with LSMPT Financial Advisors, LLC, holding Series 63 and Series 65 licenses and over 23 years of industry experience. He has worked with Leaf, Salzman, Manganelli, Pfeil, Tendler for 31 years and has been with LSMPT Financial Advisors since 2000. Additionally, he is an equity partner at Aprio, LLP, an accounting firm, where he performs tax work. LSMPT Financial Advisors serves as a solicitor that introduces prospective clients to independent investment advisers and does not provide investment management or custody services. The firm is affiliated with a CPA firm and an affiliated wealth management entity and is compensated through referral arrangements rather than managing client assets directly.
Based on LSMPT Financial Advisors, LLC
310 Passaic Avenue, Suite 301
Fairfield, NJ 07004
New Jersey · New York
Aprio LLC
2022 - Present (4 years)
LSMPT Financial Advisors, LLC
2000 - Present (26 years)
Leaf, Salzman, Manganelli, Pfeil, Tendler
1991 - 2022 (31 years)
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Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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