Lauren
Muscato

Independent Solutions Wealth Management, LLC

CRD#7124372
Investment Advisor
in Buffalo, NY

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About this Advisor

Lauren Muscato is a financial advisor who works in Buffalo, New York with a total of 1 year of relevant experience. Muscato is an advisor for Independent Solutions Wealth Management, LLC. Throughout their career, Muscato has worked at Peak Brokerage Services, LLC, Univ Of Buffalo, Solar Liberty, Mount Mercy Academy and Independent Solutions Wealth Management, LLC. Muscato has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in New York. Independent Solutions Wealth Management, LLC is an advisory company headquartered in Buffalo, NY. It has a total of 18 financial advisors. It controls $838 million in assets under management among its 5,408 customer accounts, making it one of the larger investment advisory firms in the nation by assets under management. Of its 5,408 client accounts, just 3% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Independent Solutions Wealth Management, LLC has a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial advisory services usually vary depending on the type of services provided. However, fees charged by Independent Solutions Wealth Management, LLC likely include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

305 Spindrift Drive
Buffalo, NY 14221

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Independent Solutions Wealth Management, LLC Brokerage Details

Total Assets Under Management

$838,414,200

NY Average: $7,464,549,021
Total Number of Employees

18

NY Average: 88
Total Number of Accounts

5,408

NY Average: 3,892
Average Account Size

$155,032

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Lauren Muscato Work History

Lauren has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Independent Solutions Wealth Management, LLC

2019 - Present (5 years)

Peak Brokerage Services, LLC

2017 - 2018 (1 year)

Univ Of Buffalo

2016 - 2019 (3 years)

Univ Of Buffalo

2015 - 2016 (1 year)

Univ Of Buffalo

2014 - 2016 (2 years)

Solar Liberty

2011 - 2015 (4 years)

Mount Mercy Academy

*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.

Disclosures

Please visit the SEC profile of Lauren Muscato 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 Independent Solutions Wealth Management, LLC

Paul Meeks
Buffalo, NY
Anthony Szefler
Buffalo, NY
Ronald Reinstein
Buffalo, NY
Lauren Muscato
Buffalo, NY
Andrew Miller
Buffalo, NY
Michael Zimmer
Buffalo, NY
Daniel Neiman
San Diego, CA
Jesper Nielsen
Greer, SC

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 profile-compliance@smartasset.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.

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