Richard R. Zanghetti

LIONSBRIDGE WEALTH MANAGEMENT LLC

Jacksonville Beach, FL 32250

Some features on this profile are disabled

CRD#: 1568357

Professional summary

Richard Raymond Zanghetti, who also goes by Richard Raymond Zanghett, Richard R Zanghetti, Richard Zanghetti, is a registered financial advisor currently at LIONSBRIDGE WEALTH MANAGEMENT LLC located in Jacksonville Beach, Florida.

Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Richard has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Richard Raymond Zanghett | Richard R Zanghetti | Richard Zanghetti

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.

1) LIONSBRIDGE INSURANCE, LLC. NON-INVESTMENT-RELATED. 1514 ROBERTS DR, JACKSONVILLE BEACH FL 32250. MANAGING MEMBER, PERFORMS LIMITED ADMINISTRATIVE AND REGULATORY RESPONSIBILITIES. START DATE: 01/2009. 1 HOURS PER MONTH.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard Raymond Zanghetti's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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

Current

March 10, 2009 - Present

LIONSBRIDGE WEALTH MANAGEMENT LLC

Office #1: 1514 Roberts Drive, Jacksonville Beach, FL 32250

RIA

CRD#: 149019

Jacksonville Beach, FL

Past

January 24, 2017 - March 27, 2019

SIGNET SECURITIES, LLC

CRD#: 154198

COLUMBUS, OH

Past

February 11, 2014 - February 4, 2015

GROWTH CAPITAL SERVICES, INC.

CRD#: 124658

JACKONVILLE, FL

Past

November 15, 2010 - February 27, 2012

GROWTH CAPITAL SERVICES, INC.

CRD#: 124658

JACKSONVILLE, FL

Past

April 2, 2007 - January 20, 2009

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

JACKSONVILLE, FL

Past

April 2, 2007 - January 20, 2009

MORGAN STANLEY & CO. LLC

CRD#: 8209

JACKSONVILLE, FL

Past

March 30, 2001 - April 2, 2007

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

JACKSONVILLE, FL

Past

March 22, 2001 - April 2, 2007

MORGAN STANLEY DW INC.

CRD#: 7556

JACKSONVILLE, FL

Past

May 2, 2000 - December 31, 2000

FISERV INVESTOR SERVICES, INC.

CRD#: 34637

HOUSTON, TX

Past

January 5, 1999 - February 8, 2000

J.P.R. CAPITAL CORP.

CRD#: 38056

SYOSSET, NY

Past

October 21, 1996 - March 23, 1998

CAPITAL RESEARCH CORPORATION

CRD#: 6314

JACKSONVILLE, FL

Past

July 20, 1993 - June 20, 1995

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LIONSBRIDGE WEALTH MANAGEMENT LLC

LIONSBRIDGE ASSET MANAGEMENT, LLC | LIONSBRIDGE WEALTH MANAGEMENT LLC

CRD#: 149019 / SEC#: 801-113258

RIA

Registered Investment Advisory firm - (5/21/2018 Approved)

Florida

Registered Investment Advisory firm - (5/31/2018 Terminated)

Louisiana

Registered Investment Advisory firm - (5/31/2018 Terminated)

Texas

Registered Investment Advisory firm - (5/31/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(3/10/2009)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/26/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/1/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 10/28/1994

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 7/19/1993

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 4/1/2010

General Securities Principal Examination

Current Firm

LIONSBRIDGE WEALTH MANAGEMENT LLC

LIONSBRIDGE ASSET MANAGEMENT, LLC | LIONSBRIDGE WEALTH MANAGEMENT LLC

CRD#: 149019 / SEC#: 801-113258

RIA

Registered Investment Advisory firm - (5/21/2018 Approved)

Florida

Registered Investment Advisory firm - (5/31/2018 Terminated)

Louisiana

Registered Investment Advisory firm - (5/31/2018 Terminated)

Texas

Registered Investment Advisory firm - (5/31/2018 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1514 Roberts Drive, Jacksonville Beach, FL 32250

Mailing Address

Phone number

(904) 897-0390

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (8/28/2025)

Regulatory assets under management

Total Number of Accounts	166
AUM (Assets Under Management)	$ 132,260,621

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.

Contact information

xxxxx@xxxx.xxx

Similar Advisors

Andreas Heinrich

LPL ENTERPRISE, LLC

IAR

Jacksonville, FL

Michael Mcalpin

INTELLICAPITAL ADVISORS LLC

IAR

PONTE VEDRA, FL

Troy Davis

DAVIS CAPITAL MANAGEMENT

IAR

JACKSONVILLE, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Richard R. Zanghetti

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard Raymond Zanghetti's CRS (Customer Relationship Summary).

Certified licenses

Experience

SIGNET SECURITIES, LLC

GROWTH CAPITAL SERVICES, INC.

GROWTH CAPITAL SERVICES, INC.

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

FISERV INVESTOR SERVICES, INC.

J.P.R. CAPITAL CORP.

CAPITAL RESEARCH CORPORATION

LEHMAN BROTHERS INC.

Primary Firm SEC Registration

LIONSBRIDGE WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/26/1996

Series 63

Date: 11/1/1996

SIE

Date: 10/1/2018

Series 3

Date: 10/28/1994

Series 7

Date: 7/19/1993

Series 24

Date: 4/1/2010

Current Firm

LIONSBRIDGE WEALTH MANAGEMENT LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LIONSBRIDGE WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

Contact information

Similar Advisors