Lorenzo L. Lorenzotti

PAPAMARKOU WELLNER PERKIN ADVISORS

New York, NY 10022

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CRD#: 2674304

Professional summary

Lorenzo Lyndon Lorenzotti is a registered financial advisor currently at PAPAMARKOU WELLNER PERKIN ADVISORS located in New York, New York and PAPAMARKOU WELLNER & CO., INC. located in New York, New York.

Lorenzo is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Lorenzo has worked at 3 firms and has passed the Series 63, SIE and Series 7 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.

BOARD OF DIRECTORS OF AUGURI CORPORATION - 1500 A LAUREL ST., SAN CARLOS CA 94070. JOINED BOARD IN 2004. NO REMUNERATION. NO INVOLVEMENT DURING TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lorenzo Lyndon Lorenzotti'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

September 1, 2021 - Present

PAPAMARKOU WELLNER PERKIN ADVISORS

Office #1: 430 Park Avenue 17th Floor, New York, NY 10022

RIA

CRD#: 131796

New York, NY

Current

September 16, 2011 - Present

PAPAMARKOU WELLNER & CO., INC.

Office #1: 430 Park Avenue 17th Floor, New York, NY, 10022

CRD#: 10963

New York, NY

Past

January 30, 1996 - October 7, 1998

LAZARD FRERES & CO. LLC

CRD#: 2528

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".

PAPAMARKOU WELLNER PERKIN ADVISORS

PAPAMARKOU ASSET MANAGEMENT INCORPORATED | PAPAMARKOU WELLNER PERKIN ADVISORS | PAPAMARKOU WELLNER PERKIN | PAPAMARKOU WELLNER ASSET MANAGEMENT, INC.

CRD#: 131796 / SEC#: 801-63317

RIA

Registered Investment Advisory firm - (7/21/2004 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(2/9/2012)

Florida
(2/9/2012)

Illinois
(2/9/2012)

Massachusetts
(2/9/2012)

New York
(10/28/2011)

IAR

New York
(9/1/2021)

Pennsylvania
(2/9/2012)

Texas
(2/9/2012)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 10/27/2011

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: 9/15/2011

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

PAPAMARKOU WELLNER PERKIN ADVISORS

PAPAMARKOU ASSET MANAGEMENT INCORPORATED | PAPAMARKOU WELLNER PERKIN ADVISORS | PAPAMARKOU WELLNER PERKIN | PAPAMARKOU WELLNER ASSET MANAGEMENT, INC.

CRD#: 131796 / SEC#: 801-63317

RIA

Registered Investment Advisory firm - (7/21/2004 Approved)

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Contact information

Main Address

430 Park Avenue 17th Floor, New York, NY 10022

Mailing Address

Phone number

(212) 223-2020

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PWAMI.FORM ADV PART 2.BROCHURE.7-15-2025 (7/16/2025)

Regulatory assets under management

Total Number of Accounts	113
AUM (Assets Under Management)	$ 357,020,170

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.

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Lorenzo L. Lorenzotti

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lorenzo Lyndon Lorenzotti's CRS (Customer Relationship Summary).

Certified licenses

Experience

PAPAMARKOU WELLNER PERKIN ADVISORS

PAPAMARKOU WELLNER & CO., INC.

LAZARD FRERES & CO. LLC

Primary Firm SEC Registration

PAPAMARKOU WELLNER PERKIN ADVISORS

State Registrations and Notice Filings

Exams

Series 63

Date: 10/27/2011

SIE

Date: 10/1/2018

Series 7

Date: 9/15/2011

FINRA

Current Firm

PAPAMARKOU WELLNER PERKIN ADVISORS

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PAPAMARKOU WELLNER PERKIN ADVISORS

TRUST BUT VERIFY

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