Lauren Sylvan (CRD# 6974615) is an Investment Advisor Representative working at Cultivating Wealth in Montauk, NY and has over 7 years of experience in the finance industry. Lauren Sylvan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5089860
Lansdowne Wealth Management, LLC
CRD# 4579297
Upper Left Wealth Management, LLC
CRD# 4288358
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Stanich Group | Brooklyn, NY | Jun 2018 - Current | 5 |
| Luesink Stenstrom Financial | New York, NY | Oct 2015 - May 2018 | 2 |
| Sustainable South Bronx | Bronx, NY | Aug 2013 - Oct 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2017 |
- NY
- PA
- TX
-
Total Assets Under Management131MILLIONS
-
Total Number of Accounts589ACCOUNTS
-
Average Account Value$222,728
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
CA, IL, NJ, NY, OR, PA, TX
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