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SL

Stefano J. Lanci

GUIDED WEALTH
DARTMOUTH, MA
Some features on this profile are disabled
CRD#: 7862182
SL

Professional summary

Stefano Joseph Lanci is a registered financial advisor currently at GUIDED WEALTH, LLC located in Dartmouth, Massachusetts.

Stefano is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Stefano has worked at 3 firms and has passed the Series 66, Series 7TO and SIE 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 Stefano Joseph Lanci'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

January 7, 2026 - Present

GUIDED WEALTH, LLC

RIA
CRD#: 339013
DARTMOUTH, MA
Past

December 16, 2024 - January 26, 2026

EAGLE STRATEGIES LLC

RIA
CRD#: 110826
DARTMOUTH, MA
Past

September 13, 2024 - January 26, 2026

NYLIFE SECURITIES LLC

BD
CRD#: 5167
DARTMOUTH, MA

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
(1/7/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/4/2024
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/13/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 7/9/2024
Securities Industry Essentials Examination

Current Firm

GW
GUIDED WEALTH, LLC
GUIDED WEALTH, LLC

CRD#: 339013 / SEC#: 801-134849

RIA
Registered Investment Advisory firm - (1/6/2026 120-Day Approval)
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Contact information

Main Address
Dartmouth, MA
Mailing Address
Phone number
(508) 980-0999
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (3 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

GUIDED WEALTH LLC DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (1/6/2026)
0

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.

Company Information

GUIDED WEALTH, LLC

CRD#: 339013Dartmouth, MA

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