Lauren
Ferraro
Wheelhouse Advisory Group, LLC
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About this Advisor
Lauren Ferraro is a financial advisor based in Saint Louis, Missouri, working with Wheelhouse Advisory Group, LLC. Lauren has previously held positions at Moneta Group Investment Advisors, LLC, Clayton Financial Group, LLC, and Wheelhouse Advisory Group LLC. Lauren has passed the Series 65 regulatory exam and is registered to provide services in Illinois and Missouri. Currently, Lauren is part of Wheelhouse Advisory Group, LLC, which operates out of Saint Louis, Missouri. The firm has 2 offices and 19 employees. The firm manages assets totaling $180.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Wheelhouse Advisory Group, LLC includes asset-based, commission-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wheelhouse Advisory Group, LLC Brokerage Details
$180,924,060
19
1,601
$113,007
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Lauren Ferraro Work History
Wheelhouse Advisory Group LLC
Clayton Financial Group, LLC
Moneta Group Investment Advisors, LLC
Disclosures
Please visit the SEC profile of Lauren Ferraro 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 Wheelhouse Advisory Group, LLC
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
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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