Christopher A. Lazzaro

PLAN FOR IT FINANCIAL | Founder and President

SALEM, MA 01970

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CRD#: 2217556

Professional summary

Christopher Andrew Lazzaro is a registered financial advisor currently at PLAN FOR IT FINANCIAL, LLC located in Salem, Massachusetts.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Christopher has worked at 3 firms and has passed the Series 63, SIE, Series 3, Series 7 and Series 6 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Andrew Lazzaro's 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

August 31, 2023 - Present

PLAN FOR IT FINANCIAL, LLC

Office #1: 17 Paradise Road Vinnin Square Plaza #1099, Salem, MA 01970

RIA

CRD#: 326809

SALEM, MA

Past

October 11, 2004 - May 1, 2023

LOOMIS SAYLES DISTRIBUTORS, L.P.

CRD#: 41795

BOSTON, MA

Past

May 28, 1992 - May 13, 1993

KEYPORT FINANCIAL SERVICES CORP.

CRD#: 8127

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
(8/31/2023)

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Exams

State Security Law Exam

Series 63

Date: 11/6/2004

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: 10/23/2009

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 2/20/2009

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/9/2004

Investment Company Products/Variable Contracts Representative Examination

Current Firm

PLAN FOR IT FINANCIAL, LLC

CRD#: 326809 / SEC#:

Massachusetts

Registered Investment Advisory firm - (8/31/2023 Approved)

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Contact information

Main Address

17 Paradise Road Vinnin Square Plaza #1099, Salem, MA 01970

Mailing Address

Phone number

(781) 808-2349

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Christopher A. Lazzaro

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Andrew Lazzaro's CRS (Customer Relationship Summary).

Certified licenses

Experience

PLAN FOR IT FINANCIAL, LLC

LOOMIS SAYLES DISTRIBUTORS, L.P.

KEYPORT FINANCIAL SERVICES CORP.

State Registrations and Notice Filings

Exams

Series 63

Date: 11/6/2004

SIE

Date: 10/1/2018

Series 3

Date: 10/23/2009

Series 7

Date: 2/20/2009

Series 6

Date: 10/9/2004

Current Firm

PLAN FOR IT FINANCIAL, LLC

Contact information

Documents

Red Flags

Company Information

PLAN FOR IT FINANCIAL, LLC

TRUST BUT VERIFY

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