Lance Christopher Armenta
Financial advisor at Shufro Rose & Co LLC · New York, NY
Last updated 2026-10-10
Claim your profileLance Christopher Armenta is a financial advisor at Shufro Rose & Co LLC in New York, NY, CRD 7123848. Licenses and exams on the registration: Series 66. First registered 2021-01-12.
Registration
- CRD number
- 7123848
- Registration status
- Active
- First registered
- 2021-01-12
- Years of experience
- 11
- States registered
- NY
Licenses and exams
- Series 66
Work history
- 2020-09 to 2021-06 · Equitable Advisors, LLC · New York, NY
- 2015-08 to 2020-05 · University of North Carolina At Chapel Hill · Chapel Hill, NC
- 2019-06 to 2019-08 · Morgan Stanley · New York, NY
- 2020-06 to 2020-08 · Unemployed · New York, NY
- 2021-06 to 2024-03 · Sanford C. Bernstein & Co., Llc. · New York, NY
- 2024-06 to Present · UBS Financial Services, Inc · New York, NY
Current employment
- Shufro, Rose & Co., LLC · New York, NY
Shufro Rose & Co LLC
- Regulatory AUM
- $2,463,652,453
- Registered advisors
- 12
- Offices
- 3
- Clients per advisor
- 110.9 (Moderate)
- Average AUM per client
- $1.9M (Low)
- High-net-worth client ratio
- 41.1% (Moderate)
Shufro Rose & Co LLC: advisors, services and reported ETF investments
Reported ETF positions
Shufro Rose & reports 86 ETF positions worth $920.3M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IBDU — iShares iBonds Dec 2029 Term Corporate ETF | $200.8M |
| SMTH — ALPS Smith Core Plus Bond ETF | $136.4M |
| DCRE — DoubleLine Commercial Real Estate Debt ETF | $81.3M |
| IVV — iShares Core S&P 500 ETF | $65.9M |
| VO — Vanguard Morningstar Mid-Cap ETF | $41.6M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Shufro Rose &'s strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $65.9M | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | IVV — iShares Core S&P 500 ETF | $65.9M | Top 99.6% | Addressable AUM $10.8T · Peer conviction 74.5% |
| Residual Alpha | GSEW — Goldman Sachs Equal Weight U.S. Large Cap Equity ETF | $205.4K | Top 99.1% | Residual alpha +0.95% · Residual Sharpe 0.06 |
| Diversification Benefits | NEAR — iShares Short Duration Bond Active ETF | $1.5M | Top 99.3% | Replicability (R²) 35.2% · Residual Sharpe 1.25 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Shufro Rose & Co LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Other Investment Adviser (Incl. Financial
Location
New York, NY
1 advisor at this office.
Contact
The firm's filed contact details.
- Phone: 212-754-5100
- Website: shufrorose.com
Official record
Are you Lance Christopher Armenta?
Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.