Stefano Lanci has been an investment adviser representative at Guided Wealth since January 2026, and is not listed among the firm’s executive officers or direct owners.
Guided Wealth, LLC is a firm with $105M under management, 115 clients and 3 advisers across 3 offices, as of its May 2026 filing.
Stefano Lanci’s longest registration was 1 year at Eagle Strategies LLC (2024–2026). Before joining Guided Wealth in 2026, Stefano Lanci was registered through Eagle Strategies LLC.
- Guided Wealth, LLCCurrent– present · under a yearDartmouth, MA · Adviser representative · Firm CRD 339013
- Eagle Strategies LLC– · 1 yearDartmouth, MA · Adviser representative · Firm CRD 110826
Investment adviser representative registrations
Stefano Lanci is registered as an investment adviser representative in Massachusetts, since January 2026.
- MassachusettsSince 7 January 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 4 December 2024 |
| Series 7TO | General Securities Representative Examination | 13 September 2024 |
| SIE | Securities Industry Essentials Examination | 9 July 2024 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Stefano Joseph Lanci
- CRD
- 7862182
- Firm
- Guided Wealth · CRD 339013
- Office
- Dartmouth, MA
- Registration
- Investment adviser registration
- In the industry since
- September 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Stefano Lanci work?
Stefano Lanci is an investment adviser representative registered through Guided Wealth, LLC since January 2026, and is not listed among the firm’s executive officers or direct owners.
Is Stefano Lanci a financial advisor?
Yes. Stefano Lanci has a current investment-adviser registration in Massachusetts, through Guided Wealth since January 2026.
How many years of experience does Stefano Lanci have?
Stefano Lanci has 2 years in the financial industry, since September 2024, across 2 adviser firms.
What exams has Stefano Lanci passed?
Stefano Lanci has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in July 2024.
Where is Stefano Lanci based?
Stefano Lanci’s registered office is in Dartmouth, MA.
Is Stefano Lanci registered with FINRA?
No. Stefano Lanci has no current broker registration.
How can I verify Stefano Lanci’s record?
Search CRD 7862182 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Stefano Lanci’s full registration record.