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Monica Stefanie Lanzilotta

Amplius Wealth Advisors

Blue Bell, PA

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Current Employers
Amplius Wealth Advisors

1787 Sentry Parkway West Veva 16, Suite 100, Blue Bell, PA 19422 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2022-11-11
  • PA RA
    APPROVED
    Since 2022-11-11

Branch Locations

1787 Sentry Parkway West Veva 16, Suite 100, Blue Bell, PA 19422 • 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
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jenkintown PA 10/2015 02/2021
Amplius Wealth Bluebell PA 02/2021 Present
Purshe Kaplan Sterling Investments Albany NY 03/2021 08/2022
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-10-06
  • S66 Uniform Combined State Law Examination
    2016-10-06
Other Names
  • Monica S Lanzilotta

View on SEC IAPD

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