Lauren Crehan, financial advisor Boston MA
90 score

Lauren Crehan

CRD 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 4 years of experience in the finance industry.

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Company Name Location Dates Years
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
Contact Info for Lauren M. Crehan
Phone Number: 800-225-2365
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    338,819
    MILLIONS
  • Total Number of Accounts
    8,954
    ACCOUNTS
  • Average Account Value
    $37,839,978
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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