Joseph F. Lorenzo
Professional summary
Joseph Francis Lorenzo II, who also goes by Joseph Francis Lorenzo, Joseph Lorenzo, is a registered financial advisor currently at ANDERSEN WEALTH MANAGEMENT located in Easton, Maryland.
Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Joseph has worked at 1 firm and has passed the Series 65 exam.
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Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Joseph Francis Lorenzo II's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 22, 2022 - Present
ANDERSEN WEALTH MANAGEMENT
Office #1: 6 West Dover Street, Easton, MD 21601State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/22/2022)
Current Firm
ANDERSEN WEALTH MANAGEMENT
CRD#: 146154 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 1,350 |
| AUM (Assets Under Management) | $ 81,011,187 |
Red Flags
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Company Information
ANDERSEN WEALTH MANAGEMENT
CRD#: 146154Easton, MD 21601TRUST BUT VERIFY
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