Securities America, a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE: LTS), has added the Lanzetta Group, a Super-OSJ group with approximately $175 million in total client assets and 11 advisors, to its platform. The Lanzetta Group was formerly affiliated with Questar Capital.
John Lanzetta, principal of independent wealth management firm LifeSpan Financial in Quakertown, Pennsylvania, serves as the group’s OSJ.
The Lanzetta Group, which includes practices located in Pennsylvania, Connecticut and Florida, provides individuals, as well as small businesses and their employees, with a range of financial services, including long-term retirement planning, wealth management advice, assistance with employer-sponsored qualified retirement plans and insurance strategies.
“Over the years, our advisors have built successful businesses by consistently focusing on their clients’ needs. Each advisor in our group has their own approach and their own vision of success,” said Lanzetta. “What really impressed us during our extensive due diligence process was Securities America’s understanding of the full range of those businesses, along with their ability to support each one of them.”
Securities America, a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc., is one of the nation’s largest independent advisory and brokerage firms, with more than 2,580 independent advisors and more than $93 billion in client assets as of Sept. 30, 2018.