Lawrence Harvey Blau

Employer firm

Ll Financial Services, LLC CRD 284517

$35.8M regulatory AUM 15 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• INVESTMENT CONSULTING SERVICES PROVIDED IN CONNECTION WITH FINANCIAL PLANNING SERVICES

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

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

Current Employers

Employment History

• 05/2016 → Present
  Ll Financial Services, Llc
  Ossining, NY

Other Businesses

1) Larry's Eyes, LLC; 6 Sleator Drive, Ossining, NY 10562; Photography; Owner; May 2017; 40 hrs per month; 40 hours during securities trading hours; photography, marketing, editing and traveling. 2) Lawrence Blau provides tax preparation and other accounting services through LL Financial Services, LLC. If Lawrence Blau determines that a client is in need of tax or accounting services, the client may be referred to Lawrence Blau's accounting practice. In addition, if accounting or tax clients of Lawrence Blau are in need of financial planning or other advisory services, Lawrence Blau acting in his or her separate capacity as an accountant may refer or recommend investment services available through LL Financial Services, LLC. Clients are not obligated in any manner to use the services or an accounting firm recommended or owned by Lawrence Blau. When working for LL Financial Services, LLC, Lawrence Blau spends the majority (90%) of his time on accounting and tax prep services with his remaining time spent on investment advisory services.

Designations

• Certified Financial Planner

Other Names

• Larry Blau