Richard Raymond Zanghetti

Employer firm

Lionsbridge Wealth Management LLC CRD 149019

$122M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 01/2009 → Present
  Lionsbridge Wealth Management, Llc
  Jacksonville, FL
• 01/2017 → 03/2019
  Signet Securities, Llc.
  Columbus, OH
• 01/2009 → Present
  Lionsbridge Insurance, Llc
  Jacksonville, FL

Previous Registrations

• 2007-04-02 → 2009-01-20
  Morgan Stanley & Co. Llc
  Jacksonville, FL
• 2001-03-30 → 2007-04-02
  Morgan Stanley Dw Inc.
  Jacksonville, FL
  Jacksonville, FL

Other Businesses

1) LIONSBRIDGE INSURANCE, LLC. NON-INVESTMENT-RELATED. 1514 ROBERTS DR, JACKSONVILLE BEACH FL 32250. MANAGING MEMBER, PERFORMS LIMITED ADMINISTRATIVE AND REGULATORY RESPONSIBILITIES. START DATE: 01/2009. 1 HOURS PER MONTH.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-11-26
• S63 Uniform Securities Agent State Law Examination
  1996-11-01

Other Names

• Richard Raymond Zanghetti
• Richard Raymond Zanghett
• Richard Zanghetti
• Richard R Zanghetti