Congress Wealth Management LLC
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About this Advisor
Lauren Manning is a financial advisor who works out of Boston, Massachusetts who has 1 year of industry experience. Manning is on the advisory team at Congress Wealth Management LLC. Throughout their career, Manning has worked at Congress Wealth Management LLC, Scs Capital Management LLC, Adviser Investments, LLC and Northwestern Mutual Life Insurance Company. Manning maintains a Series 65 license, designating them as an investment advisor representative, and is registered to operate in Massachusetts. Congress Wealth Management LLC is a firm that has its headquarters in Boston, MA. The investment advisory business has offices in 10 locations and a total of 70 financial advisors. It controls $5 billion in total assets across its 10,485 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides services to 10 charities and foundations. Of its 10,485 customer accounts, 56% are associated with high-net-worth clients who have more than $1 million in investable assets. Congress Wealth Management LLC has a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors typically vary depending on which services the firm provides the client. However, fee types charged by Congress Wealth Management LLC likely consist of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
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Congress Wealth Management LLC Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Lauren Manning Work History
Lauren has been registered as a financial advisor for 1 years.*
Congress Wealth Management LLC
Scs Capital Management LLC
Adviser Investments, LLC
Northwestern Mutual Life Insurance Company
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Please visit the SEC profile of Lauren Manning 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 Congress Wealth Management LLC
Avila Beach, CA
The content in this profile was updated by SmartAsset on 4/16/2023. 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 email@example.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.