Stefano Joseph Lanci
Investment Adviser Representative at Guided Wealth, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Stefano Joseph Lanci is an investment adviser representative with Guided Wealth, LLC in Dartmouth, MA, where they have been registered since 2026. They have worked in the securities industry since 2024 and were previously registered with Eagle Strategies LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Massachusetts.
Registrations & licenses
- Investment adviser:
- Massachusetts
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Answer is FitnessApr 2020 – May 2022Foxboro, MA
- Cook NeedhamOct 2022 – Apr 2023Neeham, MA
- City Wide of BostonMay 2022 – Sep 2022Marlborough, MA
- Second Church NewtonDec 2023 – May 2024Newton, MA
- CBREMay 2023 – Sep 2023Boston, MA
- NYLIFE Securities LLCJul 2024 – Jan 2026Waltham, MA
- Guided Wealth, LLCJan 2026 – no end date reportedDartmouth, MA
- Eagle Strategies LLCDec 2024 – Jan 2026Dartmouth, MA
- StudentJan 2016 – Aug 2020Westwood, MA
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Guided Wealth, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
Similar advisors in Dartmouth, MA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Stefano Joseph Lanci has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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