Lauren
Finn
Pathstone
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About this Advisor
Lauren Finn is a financial advisor based in Boston, Massachusetts, working with Pathstone. Lauren has previously held positions at Old North Advisors, Federal Street Advisors, Pathstone Federal Street, and Pathstone. Lauren is registered to provide services in Massachusetts. Currently, Lauren is part of Pathstone, which operates out of Boston, Massachusetts. The firm has 18 offices and 408 employees. The firm manages assets totaling $48.3 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 investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, educational seminars, and other services. The fee structure at Pathstone includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Pathstone Brokerage Details
$48,258,140,483
408
25,825
$1,868,660
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Lauren Finn Work History
Pathstone
Pathstone
Pathstone Federal Street
Federal Street Advisors
Old North Advisors
Disclosures
Please visit the SEC profile of Lauren Finn 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 Pathstone
Englewood, NJ
Englewood, NJ
Potomac, MD
Seattle, WA
Englewood, NJ
Englewood, NJ
Boulder, CO
Englewood, NJ
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