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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-19-2019
- Office Locations
- 1
Office Locations
About LSP Advisory LLC
LSP Advisory LLC is an independent Florida-registered RIA focused on retirees and pre-retirees, with deep experience working with educators and business owners. The firm delivers retirement lifestyle planning centered on tax efficiency and lifetime income, alongside comprehensive financial planning, 401(k)/403(b) rollover guidance, insurance/annuity planning, and risk management. Custody includes Charles Schwab and Interactive Brokers.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JAMES ANDREW RANDAZZO
Chief Compliance Officer, Investment Advisor, Managing Member, Owner
- CRD
- #2838444
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,839,836 | -- |
| Non-Discretionary | $0 | -- |
| Total | $24,839,836 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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