Lanzi W. Butler

TRANE CAPITAL

Austin, TX

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CRD#: 5539062

Professional summary

Lanzi W Butler is a registered financial advisor currently at TRANE CAPITAL, LLC located in Austin, Texas.

Lanzi is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Lanzi has worked at 2 firms and has passed the Series 66 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lanzi W Butler'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

March 27, 2015 - Present

TRANE CAPITAL, LLC

RIA

CRD#: 166255

Austin, TX

Past

April 11, 2011 - December 7, 2012

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

STAMFORD, CT

Past

February 24, 2011 - December 7, 2012

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

STAMFORD, CT

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

New York
(7/15/2021)

IAR

Texas
(3/27/2015)

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: 3/19/2011

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 2/23/2011

General Securities Representative Examination

Current Firm

TRANE CAPITAL, LLC

TRANE CAPITAL, LLC | TRANEWOOD HOLDINGS, LLC

CRD#: 166255 / SEC#:

New York

Registered Investment Advisory firm - (1/14/2013 Approved)

Texas

Registered Investment Advisory firm - (3/27/2015 Approved)

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Contact information

Main Address

Austin, TX

Mailing Address

2407 S. Congress Avenue Suite E605, Austin, TX 78704

Phone number

(512) 649-9122

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	16
AUM (Assets Under Management)	$ 4,251,000

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Lanzi W. Butler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lanzi W Butler's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRANE CAPITAL, LLC

MSI FINANCIAL SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 3/19/2011

Series 7

Date: 2/23/2011

Current Firm

TRANE CAPITAL, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TRANE CAPITAL, LLC

TRUST BUT VERIFY

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