Richard Zanghetti has been Managing Member of LionsBridge Wealth Management since January 2009, is a control person of the firm and directly owns under 5% of it. Richard Zanghetti holds a BA from The George Washington University.
Lionsbridge Wealth Management LLC is a Jacksonville Beach, FL firm with $122M under management, 68 clients and 2 advisers across 4 offices, as of its July 2026 filing.
Richard Zanghetti is Managing Director of LionsBridge Wealth Management, based in Jacksonville Beach, Florida. He began his career in 1981 as a Trader with Midland Bank PLC in New York City, and later held roles at Morgan Stanley, Salomon Brothers and Lehman Brothers. At LionsBridge his responsibilities include formulating Tactical Asset Allocation and Investment Strategies, identifying Alternative Investment opportunities and facilitating new business relationships.
Richard Zanghetti’s longest registration is the current one, 17 years at LionsBridge Wealth Management since 2009. Before joining LionsBridge Wealth Management in 2009, Richard Zanghetti was registered through Morgan Stanley & Co. Incorporated and Morgan Stanley.
- – present · 17 yearsJacksonville Beach, FL · Adviser representative · Firm CRD 149019
- Morgan Stanley & Co. Incorporated– · 1 yearJacksonville, FL · Adviser representative · Firm CRD 8209
- Morgan Stanley– · 6 yearsJacksonville, FL · Adviser representative · Firm CRD 7556
Investment adviser representative registrations
Richard Zanghetti is registered as an investment adviser representative in Florida, since March 2009.
- FloridaSince 10 March 2009
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 1 April 2010 |
| Series 65 | Uniform Investment Adviser Law Examination | 26 November 1996 |
| Series 63 | Uniform Securities Agent State Law Examination | 1 November 1996 |
| Series 3 | National Commodity Futures Examination | 28 October 1994 |
| Series 7 | General Securities Representative Examination | 19 July 1993 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- National Commodity Futures Examination
- Name
- General Securities Representative Examination
- Full name
- Richard Raymond Zanghetti
- CRD
- 1568357
- Firm
- LionsBridge Wealth Management · CRD 149019
- Role
- Managing Member
- Office
- 1514 ROBERTS DRIVE, Jacksonville Beach, FL 32250
- Registration
- Investment adviser registration
- In the industry since
- March 1996
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lbwm.net
Where does Richard Zanghetti work?
Richard Zanghetti has been Managing Member of Lionsbridge Wealth Management LLC since January 2009, and is a control person of the firm.
Is Richard Zanghetti a financial advisor?
Yes. Richard Zanghetti has a current investment-adviser registration in Florida, through LionsBridge Wealth Management since March 2009.
How many years of experience does Richard Zanghetti have?
Richard Zanghetti has 30 years in the financial industry, since March 1996, across 3 adviser firms.
What exams has Richard Zanghetti passed?
Richard Zanghetti has passed 5 licensing exams: the Series 7, Series 3, Series 63, Series 65 and Series 24. The earliest, the Series 7, was passed in July 1993. FINRA credited Richard Zanghetti with the SIE, which began in October 2018.
Where did Richard Zanghetti work before LionsBridge Wealth Management?
Before LionsBridge Wealth Management, Richard Zanghetti was registered through Morgan Stanley & Co. Incorporated, April 2007 to January 2009; Morgan Stanley, March 2001 to April 2007.
Where is Richard Zanghetti based?
Richard Zanghetti’s registered office is in Jacksonville Beach, FL.
Is Richard Zanghetti registered with FINRA?
No. Richard Zanghetti has no current broker registration.
How can I verify Richard Zanghetti’s record?
Search CRD 1568357 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Richard Zanghetti’s full registration record.
