Lauren
Lehman
Newedge Advisors
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About this Advisor
Lauren Lehman is a financial advisor based in Rockville, Maryland, working with Newedge Advisors. Lauren has previously held positions at Sol Capital Management Company, Lpl Financial LLC, and Newedge Advisors, LLC. Lauren has passed the Series 65 and Series 66 regulatory exams and is registered to provide services in Maryland. Currently, Lauren is part of Newedge Advisors, which operates out of Rockville, Maryland. The firm has 99 offices and 570 employees. The firm manages assets totaling $18.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Newedge Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Newedge Advisors Brokerage Details
$18,432,430,824
570
62,249
$296,108
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Lauren Lehman Work History
Newedge Advisors, LLC
Lpl Financial LLC
Sol Capital Management Company
Disclosures
Please visit the SEC profile of Lauren Lehman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Newedge Advisors
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Delray Beach, FL
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Bellevue, WA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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