Lawrence M. Sasso

BISON WEALTH

Sutton, MA 01560

Some features on this profile are disabled

CRD#: 2161848

Professional summary

Lawrence M Sasso, ChFC®, CLU® is a registered financial advisor currently at BISON WEALTH, LLC located in Sutton, Massachusetts.

Lawrence is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Lawrence has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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. Lawrence Sasso is an independent insurance agent, located at 16 Providence Road, Sutton, MA 01590, selling property & casualty, fixed and fixed indexed annuities, and life insurance, etc., from April 2001 to present. 2. Lawrence Sasso Insurance & Financial Services, Inc, owner from (April 2001 to present), currently placing business through Northeast Safety-Insurance, in Massachusetts. 3. Adjunct Professor, Quinsigamond Community College, August 2025 to present, parttime, four days per week (M-Th), 1.25 trading hours each day, 8/30-12/20, 670 W. Boylston, MA 01606. 4. Authorized representative, Tarkenton Financial Solutions for Retirement, 3340 Peachtree Road, NE Suite 2300, Atlanta, GA 30326, from March 20024 to present. 5. American Legion Post 201, 326 Plantation Street, Worcester, MA 01604, Commander, from November 2017 to present. Zero hours during trading. 6. Member of the Worcester State University Board of Trustees, 486 Chandler Street, Worcester, MA 01602, March 2021 to present. Zero hours during trading.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lawrence M Sasso'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®

ChFC^®

Chartered Financial Consultant

CLU^®

Chartered Life Underwriter

Experience

Current

October 29, 2024 - Present

BISON WEALTH, LLC

Office #1: 16 Providence Road, Sutton, MA 01560

RIA

CRD#: 299805

Sutton, MA

Past

November 14, 2011 - October 15, 2024

INTEGRITY ALLIANCE, LLC.

RIA

CRD#: 139627

SUTTON, MA

Past

November 2, 2011 - October 15, 2024

INTEGRITY ALLIANCE, LLC.

CRD#: 139627

SUTTON, MA

Past

January 6, 2010 - November 2, 2011

VOYA FINANCIAL ADVISORS, INC.

RIA

CRD#: 2882

SUTTON, MA

Past

December 3, 2009 - November 2, 2011

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

SUTTON, MA

Past

January 17, 2006 - December 3, 2009

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

RIA

CRD#: 13609

SUTTON, MA

Past

January 13, 2006 - December 3, 2009

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

CRD#: 13609

SUTTON, MA

Past

October 15, 2004 - December 31, 2005

INVESTORS CAPITAL CORP.

RIA

CRD#: 30613

SUTTON, MA

Past

October 15, 2004 - December 31, 2005

INVESTORS CAPITAL CORP.

CRD#: 30613

SUTTON, MA

Past

May 22, 2001 - October 19, 2004

SIGNATOR INVESTORS, INC.

CRD#: 468

BOSTON, MA

Past

August 1, 1991 - May 11, 2001

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

August 1, 1991 - May 11, 2001

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

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".

BISON WEALTH, LLC

CRD#: 299805 / SEC#: 801-114547

RIA

Registered Investment Advisory firm - (1/30/2019 Approved)

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

Massachusetts
(10/29/2024)

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: 7/12/2001

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/11/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/11/2000

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/30/1991

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/18/2001

General Securities Principal Examination

Current Firm

BISON WEALTH, LLC

CRD#: 299805 / SEC#: 801-114547

RIA

Registered Investment Advisory firm - (1/30/2019 Approved)

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

3550 Lenox Road Ne Suite 2550, Atlanta, GA 30326

Mailing Address

Phone number

(404) 841-2224

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (32 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BISON WEALTH ADV 2A (1/21/2025)

Regulatory assets under management

Total Number of Accounts	9,112
AUM (Assets Under Management)	$ 2,753,091,446

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

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Lawrence M. Sasso

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lawrence M Sasso's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTEGRITY ALLIANCE, LLC.

INTEGRITY ALLIANCE, LLC.

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL ADVISORS, INC.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

INVESTORS CAPITAL CORP.

INVESTORS CAPITAL CORP.

SIGNATOR INVESTORS, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

BISON WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/12/2001

Series 63

Date: 10/11/1991

SIE

Date: 10/1/2018

Series 7

Date: 5/11/2000

Series 6

Date: 7/30/1991

Series 24

Date: 12/18/2001

Current Firm

BISON WEALTH, LLC

Contact information

SEC notice filing (32 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BISON WEALTH, LLC

TRUST BUT VERIFY

Contact information

Similar Advisors