Lawrence James Annello

Current Employers

Sagebroadview Wealth Management, Llc

10 Waterside Drive Suite 305, Farmington, CT 06032-2837 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2014-01-24
MA	RA	APPROVED	2011-10-27
CT	RA	APPROVED	2001-03-19

NJ RA
APPROVED

Since 2014-01-24
MA RA
APPROVED

Since 2011-10-27
CT RA
APPROVED

Since 2001-03-19

Branch Locations

10 Waterside Drive Suite 305, Farmington, CT 06032-2837 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Sagebroadview Wealth Management, Llc	Farmington	CT	12/2000	Present
Del Conte, Hyde, Annello & Schuch, P.C.	Farmington	CT	06/1999	04/2018
Uhy Advisors N.E., Llc	Farmington	CT	05/2018	09/2020

12/2000 → Present

Sagebroadview Wealth Management, Llc

Farmington, CT
06/1999 → 04/2018

Del Conte, Hyde, Annello & Schuch, P.C.

Farmington, CT
05/2018 → 09/2020

Uhy Advisors N.E., Llc

Farmington, CT

Other Businesses

SageBroadview Tax, LLC (created 10/2020); Indirect owner through SageBroadview, Inc; Primarily provides tax preparation services to businesses and individuals; Not investment related; He spends approximately 25% or less of his time on this activity.

Current Employers

Sagebroadview Wealth Management, Llc

Disclosures

Employment History

Other Businesses

Designations

Other Names

Reviews