Monica Stefanie Lanzilotta

Employer firm

Amplius Wealth Advisors CRD 312463

$1.74B regulatory AUM 9 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2015 → 02/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jenkintown, PA
• 02/2021 → Present
  Amplius Wealth
  Bluebell, PA
• 03/2021 → 08/2022
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2016-10-10 → 2021-03-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jenkintown, PA
  Jenkintown, PA

Exams

• S66 Uniform Combined State Law Examination
  2016-10-06

Other Names

• Monica S Lanzilotta