Lauren Harsha, financial advisor New York NY
88 score

Lauren Harsha

CRD Number: 6354876
Current Firm: Citigroup Global Markets Inc.

Lauren Harsha (CRD# 6354876) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in New York, NY and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Citigroup New York, NY Jun 2014 - Current 2
Villanova School Of Law Villanova, PA Aug 2011 - May 2014 2
Silver & Silver Ardmore, PA Oct 2012 - Mar 2014 1
Chili's Bar & Grill Charlotte, NC Aug 2008 - May 2011 2
Unc Charlotte Charlotte, NC Aug 2008 - Dec 2010 2
The Pita Pit Newark, DE Sep 2007 - Jun 2008 < 1
The University Of Delaware Newark, DE Aug 2007 - May 2008 < 1
Stephen F. Austin High School Sugar Land, TX Aug 2003 - Jun 2007 3
Aaron Brothers Art And Framing Sugar Land, TX Jan 2005 - May 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2014
Contact Info for Lauren A. Harsha
Phone Number: 212-816-6000
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    22,285
    MILLIONS
  • Total Number of Accounts
    42,945
    ACCOUNTS
  • Average Account Value
    $518,927
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 businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • 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, 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
88
Clean Record
This advisor has a clean track record with regulators.

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