Lauren CrehanCRD Number: 6024598
Current Firm: Columbia Management Investment Advisers, LLC
Lauren Crehan (CRD# 6024598) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Boston, MA and has over 5 years of experience in the finance industry.
Walnut Hill Advisors, LLC
Advanced Portfolio Design, LLC
|Columbia Management Investment Distributors Inc.||Boston, MA||Sep 2014 - Current||2|
|Fifth Third Securities||Nashville, TN||Nov 2013 - Aug 2014||< 1|
|Fidelity Brokerage Services||Jacksonville, FL||Jan 2012 - Nov 2013||1|
|State Street Bank Corporation||Jacksonville, FL||Jun 2011 - Jan 2012||< 1|
|Old City House Inn And Restaurant||St. Augustine, FL||Aug 2010 - Jun 2011||< 1|
|State Street Bank Corporation||Boston, MA||May 2010 - Aug 2010||< 1|
|Flagler College||St. Augustine, FL||Aug 2008 - May 2010||1|
|Tuscany Italian Specialty Foods||Bay Head, NJ||May 2009 - Aug 2009||< 1|
|Tuscany Italian Specialty Foods||Bay Head, NJ||May 2008 - Aug 2008||< 1|
|Salisbury University||Salisbury, MD||Aug 2007 - May 2008||< 1|
|Self Employed||Bay Head, NJ||Aug 2006 - Aug 2007||1|
|Tuscany Italian Specialty Foods||Jackson, NJ||Jan 2003 - Aug 2007||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2012|
|S66||NASAA Uniform Combined State Law Examination||Apr 2013|
Total Assets Under Management338,819MILLIONS
Total Number of Accounts8,954ACCOUNTS
Average Account Value$37,839,978
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.