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LV

Lawrence N. Vignola

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CRD#: 1154421
LV

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Lawrence Neal Vignola, who also goes by Larry VIgnola, Lawrence N Vignola, was a registered financial professional .

Lawrence is a previously registered financial professional and started their career in finance in 1983. Lawrence had worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 22, Series 2 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Larry Vignola | Lawrence N Vignola

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

December 14, 2018 - December 31, 2020

SHERIDAN ROAD ADVISORS, LLC, A HUB INTERNATIONAL COMPANY

RIA
CRD#: 293807
CINCINNATI, OH
Past

July 21, 2010 - December 31, 2018

STABLE TWO FINANCIAL LLC

RIA
CRD#: 150109
CINCINNATI, OH
Past

June 25, 2010 - July 8, 2010

STABLE TWO FINANCIAL LLC

RIA
CRD#: 150109
CINCINNATI, OH
Past

June 10, 2010 - December 18, 2018

MUTUAL SECURITIES, INC.

BD
CRD#: 13092
CINCINNATI, OH
Past

January 1, 2008 - June 18, 2010

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
COVINGTON, KY
Past

June 13, 1997 - January 1, 2008

FIDELITY DISTRIBUTORS COMPANY LLC

BD
CRD#: 17507
COVINGTON, KY
Past

June 24, 1994 - May 21, 1997

VOYA FINANCIAL PARTNERS, LLC

BD
CRD#: 34815
WINDSOR, CT
Past

September 13, 1991 - May 11, 1992

AETNA LIFE INSURANCE AND ANNUITY COMPANY

BD
CRD#: 13256
HARTFORD, CT
Past

November 28, 1989 - January 27, 1995

AELTUS CAPITAL, INC

BD
CRD#: 24928
HARTFORD, CT
Past

June 24, 1983 - December 21, 1989

AETNA FINANCIAL SERVICES, INC.

BD
CRD#: 13255
HARTFORD, CT
Past

June 19, 1983 - October 7, 1987

AETNA LIFE INSURANCE AND ANNUITY COMPANY

BD
CRD#: 13256
HARTFORD, CT

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 10/4/2010
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 2
Date: 3/10/1982
Non-Member General Securities Examination
Principal/Supervisory Exam

Current Firm


SR
SHERIDAN ROAD ADVISORS, LLC, A HUB INTERNATIONAL COMPANY
HUB INTERNATIONAL RETIREMENT AND PRIVATE WEALTH | SHERIDAN ROAD FINANCIAL, LLC | SHERIDAN ROAD ADVISORS, LLC, A HUB INTERNATIONAL COMPANY | SHERIDAN ROAD ADVISORS, LLC | SHERIDAN ROAD

CRD#: 293807 / SEC#: 801-113426

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Contact information


Main Address
707 Skokie Blvd Suite 400, Northbrook, IL 60062
Mailing Address
2300 Clayton Road, Suite 300, Concord, CA 94520
Phone number
(847) 205-9073
Established
Firm type
Fiscal year end
# of Employees
16

Documents


Latest Form ADV

Part 2 Brochures

SHERIDAN ROAD FORM ADV PART 2A MARCH 2022 (4/13/2022)

Regulatory assets under management


Total Number of Accounts882
AUM (Assets Under Management)$ 12,046,796,632

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SHERIDAN ROAD ADVISORS, LLC, A HUB INTERNATIONAL COMPANY

CRD#: 293807

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