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Lacey B Fonseca Lawrence

The Salvetti Group

Stockton, CA

Sacramento, CA

CRD 5126409

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Employer firm

The Salvetti Group CRD 324974

$634M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
The Salvetti Group

3455 American River Dr. Suite A, Sacramento, CA 95864 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-05-14
  • CA RA
    APPROVED
    Since 2024-05-14

Branch Locations

4633 Quail Lakes Drive, Stockton, CA 95207 • United States

3455 American River Dr. Suite A, Sacramento, CA 95864 • 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
The Salvetti Group Stockton CA 03/2024 Present
Vanguard Investments Australia Melbourne 02/2015 03/2024
  • 03/2024 → Present
    The Salvetti Group
    Stockton, CA
  • 02/2015 → 03/2024
    Vanguard Investments Australia
    Melbourne
Designations
  • Certified Financial Planner
Other Names
  • Lacey B Fonseca
  • Lacey B Lawrence
  • Lacey B Lawrence
  • Lacey Brenden Fonseca Lawrence

View on SEC IAPD

Nearby Firms

EAGLE STRATEGIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.

Nearby Investors

JOHN PHILLIP MAROULIS
EDUARDO ANGEL PETER ZEITER
Craig R Massei

Nearby Offices

EAGLE STRATEGIES LLC · STOCKTON, CA
AMERIPRISE FINANCIAL SERVICES, LLC · STOCKTON, CA
OSAIC WEALTH, INC. · STOCKTON, CA

More in Stockton, CA

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