Larry Resczenski has been an investment adviser representative at Collaborative Wealth Management since September 2018, and is not listed among the firm’s executive officers or direct owners.
Collaborative Wealth Management, Inc. is a Lake Mary, FL firm with $653M under management, 937 clients and 9 advisers across 4 offices, as of its March 2026 filing.
Larry Resczenski is Wealth Advisor of CollaborativeWEALTH. He has more than 20 years of investment and retirement planning experience and has worked extensively with University of Florida and UF Health Shands employees, helping clients work through the Florida Retirement Services (FRS) and Deferred Retirement Option Program (DROP). He helps clients with comprehensive financial planning and investment strategies for retirement, asset management and passing assets to the next generation.
Larry Resczenski’s longest registration was 9 years at Valic Financial Advisors, Inc. (2003–2013). Before joining Collaborative Wealth Management in 2018, Larry Resczenski was registered through Markey Wealth Management and LPL Financial LLC.
- Collaborative WealthCurrent– present · 8 yearsGainesville, FL · Adviser representative · Firm CRD 142106
- Markey Wealth Management– · 3 yearsGainesville, FL · Adviser representative · Firm CRD 172554
- LPL Financial LLC– · 3 yearsGainesville, FL · Adviser representative · Firm CRD 6413
- Valic Financial Advisors, Inc.– · 9 yearsGainesville, FL · Adviser representative · Firm CRD 42803
Investment adviser representative registrations
Larry Resczenski is registered as an investment adviser representative in Florida, since September 2018.
- FloridaSince 19 September 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 22 January 2015 |
| Series 7 | General Securities Representative Examination | 14 August 2013 |
| Series 65 | Uniform Investment Adviser Law Examination | 18 December 2003 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 2 February 2002 |
| Series 3 | National Commodity Futures Examination | 22 April 1992 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- National Commodity Futures Examination
- CRD
- 2236292
- Firm
- Collaborative Wealth Management · CRD 142106
- Office
- 4915 NW 43rd Street, Gainesville, FL 32606
- Registration
- Investment adviser and broker registrations
- In the industry since
- February 2002
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- collaborativewealth.com
Where does Larry Resczenski work?
Larry Resczenski is an investment adviser representative registered through Collaborative Wealth Management, Inc. since September 2018, and is not listed among the firm’s executive officers or direct owners.
Is Larry Resczenski a financial advisor?
Yes. Larry Resczenski has a current investment-adviser registration in Florida, through Collaborative Wealth Management since September 2018.
How many years of experience does Larry Resczenski have?
Larry Resczenski has 24 years in the financial industry, since February 2002, across 4 adviser firms.
What exams has Larry Resczenski passed?
Larry Resczenski has passed 5 licensing exams: the Series 3, Series 6, Series 65, Series 7 and Series 63. The earliest, the Series 3, was passed in April 1992. FINRA credited Larry Resczenski with the SIE, which began in October 2018.
Where did Larry Resczenski work before Collaborative Wealth Management?
Before Collaborative Wealth Management, Larry Resczenski was registered through LPL Financial LLC, April 2013 to September 2016; Valic Financial Advisors, Inc., December 2003 to May 2013.
Where is Larry Resczenski based?
Larry Resczenski’s registered office is in Gainesville, FL.
Is Larry Resczenski registered with FINRA?
Yes. Larry Resczenski has a current broker registration, under CRD 2236292.
Source: FINRA BrokerCheck
How can I verify Larry Resczenski’s record?
Search CRD 2236292 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Larry Resczenski’s full registration record.
