Lorenzo Antonio Vasquez

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY 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

• 07/2015 → 05/2022
  Putnam Automotive
  Burlingame, CA
• 09/2021 → 06/2025
  Santa Clara University
  Santa Clara, CA
• 06/2022 → 08/2022
  Putnam Automotive
  Burlingame, CA
• 06/2023 → 09/2023
  Putnam Automotive
  Burlingame, CA
• 06/2024 → 09/2024
  Putnam Automotive
  Burlingame, CA
• 02/2025 → 06/2025
  Menlo Asset Management
  Menlo Park, CA
• 07/2025 → Present
  Menlo Asset Management
  Menlo Park, CA
• 09/2025 → Present
  Lpl Financial Llc
  Menlo Park, CA

Other Businesses

1)09/04/2025 - Menlo Asset Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)09/04/2025 - Putnam Automotive LLC - Social Media Manager - Non-Inv Rel - Burlingame, CA - Start: 06/2020 - 6 Hr/Mth

Exams

• S66 Uniform Combined State Law Examination
  2025-10-20