David B. Lanzillo

ROBBINS FARLEY LLC

Bedford, NH 03110

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CRD#: 2779989

Professional summary

David Britt Lanzillo, who also goes by Dave Lanzillo, is a registered financial advisor currently at ROBBINS FARLEY LLC located in Bedford, New Hampshire.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. David has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 8 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dave Lanzillo

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.

RENTAL PROPERTY; INVESTMENT RELATED; BILLERICA, MA; 100% OWNERSHIP; START DATE 1/1/2011; 0 DURING TRADING; DUTIES ARE LANDLORD.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Britt Lanzillo'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 30, 2017 - Present

ROBBINS FARLEY LLC

Office #1: 6 Bedford Farms Drive Suite 112, Bedford, NH 03110

RIA

RIA

CRD#: 7870

BURLINGTON, MA

Past

January 28, 1997 - May 10, 2007

TD AMERITRADE, INC.

CRD#: 7870

BURLINGTON, 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".

ROBBINS FARLEY LLC

RAMSAY FRASER LLC | ROBBINS FARLEY LLC

CRD#: 286581 / SEC#: 801-118427

RIA

Registered Investment Advisory firm - (4/14/2020 Approved)

Florida

Registered Investment Advisory firm - (4/22/2020 Terminated)

Massachusetts

Registered Investment Advisory firm - (5/8/2020 Terminated)

New Hampshire

Registered Investment Advisory firm - (5/18/2020 Terminated)

Texas

Registered Investment Advisory firm - (4/22/2020 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

Massachusetts
(5/4/2017)

IAR

New Hampshire
(3/30/2017)

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 66

Date: 6/20/2003

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 2/6/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 4/3/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/24/1997

General Securities Representative Examination

Principal/Supervisory Exam

Series 8

Date: 2/25/1999

General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

ROBBINS FARLEY LLC

RAMSAY FRASER LLC | ROBBINS FARLEY LLC

CRD#: 286581 / SEC#: 801-118427

RIA

Registered Investment Advisory firm - (4/14/2020 Approved)

Florida

Registered Investment Advisory firm - (4/22/2020 Terminated)

Massachusetts

Registered Investment Advisory firm - (5/8/2020 Terminated)

New Hampshire

Registered Investment Advisory firm - (5/18/2020 Terminated)

Texas

Registered Investment Advisory firm - (4/22/2020 Terminated)

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Contact information

Main Address

6 Bedford Farms Drive Suite 112, Bedford, NH 03110

Mailing Address

Phone number

(603) 703-0255

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (2/19/2025)

Regulatory assets under management

Total Number of Accounts	680
AUM (Assets Under Management)	$ 225,082,765

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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Advisor Monitoring

Firm Stability Insights

David B. Lanzillo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Britt Lanzillo's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

EDWARD JONES

EDWARD JONES

MANULIFE INVESTMENT MANAGEMENT (US) LLC

JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC

JOHN HANCOCK INVESTMENT MANAGEMENT LLC

JOHN HANCOCK DISTRIBUTORS LLC

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

TD AMERITRADE, INC.

Primary Firm SEC Registration

ROBBINS FARLEY LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/20/2003

Series 63

Date: 2/6/1997

SIE

Date: 4/3/2017

Series 7

Date: 1/24/1997

Series 8

Date: 2/25/1999

Current Firm

ROBBINS FARLEY LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ROBBINS FARLEY LLC

TRUST BUT VERIFY

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