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Stefano Joseph Lanci

Guided Wealth, LLC

Dartmouth, MA

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Current Employers
Guided Wealth, Llc

Dartmouth, MA • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-01-07
  • MA RA
    APPROVED
    Since 2026-01-07

Branch Locations

Dartmouth, MA • 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
Answer Is Fitness Foxboro MA 04/2020 05/2022
Cook Needham Neeham MA 10/2022 04/2023
City Wide Of Boston Marlborough MA 05/2022 09/2022
Second Church Newton Newton MA 12/2023 05/2024
Cbre Boston MA 05/2023 09/2023
Nylife Securities Llc Waltham MA 07/2024 01/2026
Guided Wealth, Llc Dartmouth MA 01/2026 Present
Eagle Strategies Llc Dartmouth MA 12/2024 01/2026
Student Westwood MA 01/2016 08/2020
  • 04/2020 → 05/2022
    Answer Is Fitness
    Foxboro, MA
  • 10/2022 → 04/2023
    Cook Needham
    Neeham, MA
  • 05/2022 → 09/2022
    City Wide Of Boston
    Marlborough, MA
  • 12/2023 → 05/2024
    Second Church Newton
    Newton, MA
  • 05/2023 → 09/2023
    Cbre
    Boston, MA
  • 07/2024 → 01/2026
    Nylife Securities Llc
    Waltham, MA
  • 01/2026 → Present
    Guided Wealth, Llc
    Dartmouth, MA
  • 12/2024 → 01/2026
    Eagle Strategies Llc
    Dartmouth, MA
  • 01/2016 → 08/2020
    Student
    Westwood, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-04
  • S66 Uniform Combined State Law Examination
    2024-12-04

View on SEC IAPD

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