Lauren Vanveelen, financial advisor Montecito CA
93 score

Lauren Vanveelen

CRD Number: 5483377
Current Firm: Manchester Capital Management LLC

Lauren Vanveelen (CRD# 5483377) is an Investment Advisor Representative working at Manchester Capital Management LLC in Montecito, CA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Manchester Capital Management Montecito, CA Oct 2007 - Current 9
Mercury Air Center Goleta, CA Oct 2006 - Oct 2007 1
Cortan Construction Santa Barbara, CA Oct 2003 - Oct 2006 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2010
Contact Info for Lauren M. Vanveelen
Phone Number: 802-362-4410
Firm Website: http://www.mcmllc.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    3,158
    MILLIONS
  • Total Number of Accounts
    1,344
    ACCOUNTS
  • Average Account Value
    $2,349,774
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

CA, CO, FL, IL, MA, ME, NH, NY, RI, TX, VA, VT

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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