DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)44 years in industry

ALAN BRUCE LANCZ

Advisor at ALAN B. LANCZ & ASSOCIATES, INC.

Toledo, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f0d3f838-9137-3839-71d9-3ec57d69f77a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Jun 18, 1982 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Alan Bruce Lancz

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ALAN B. LANCZ & ASSOCIATES, INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 18, 1982earliest registration or exam on IAPD
Years in industry: 44derivedfrom the industry start date
Years at current firm: 18derivedfrom the current registration's begin date
Current registrations: 1
Registered states: 3
Exams: S63
First exam: Jun 18, 1982
Dual registered: yes, broker-dealer
IAPD individual key: 731986

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ALAN B. LANCZ & ASSOCIATES, INC.	Independent wealth	Mar 28, 2008	n/a	yes	Toledo, OH	Current employment

Relationships

Registered with (1)

→ ALAN B. LANCZ & ASSOCIATES, INC.Registered adviserregistration: current employment
Mar 28, 2008 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f0d3f838-9137-3839-71d9-3ec57d69f77a
First observed: Jun 18, 1982
Last observed: Sep 14, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ALAN BRUCE LANCZ

Advisor at ALAN B. LANCZ & ASSOCIATES, INC.

Toledo, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f0d3f838-9137-3839-71d9-3ec57d69f77a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:12 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

ALAN B. LANCZ & ASSOCIATES, INC.

Independent wealth

Mar 28, 2008

n/a

yes

Toledo, OH

Current employment