Lauren Quesada, financial advisor Westport CT
93 score

Lauren Quesada

CRD Number: 6155900
Current Firm: Castlekeep Investment Advisors

Lauren Quesada (CRD# 6155900) is an Investment Advisor Representative working at Castlekeep Investment Advisors in Westport, CT and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Castlekeep Investment Advisors Westport, CT Jun 2012 - Current 6
Castlekeep Investment Advisors Westport, CT Jul 2011 - May 2012 < 1
Fairfield University Fairfield, CT Sep 2008 - May 2012 3
Universitat Ramon Llull, Iqs Barcelona, Jan 2011 - Jun 2011 < 1
Southwestern Connecticut Area Health Education Center Trumbull, CT Jan 2009 - Dec 2010 1
Intercruises Shoreside & Port New York, NY Jul 2004 - Sep 2010 6
Jccy Of Rockland West Nyack, NY Jun 2010 - Aug 2010 < 1
American Apparel White Plains, NY Jun 2009 - Aug 2009 < 1
None New City, NY Jun 2008 - Sep 2008 < 1
Rockland County Ymca Nyack, NY Jan 2008 - Jun 2008 < 1
Clarkstown High School North New City, NY Sep 2004 - Jun 2008 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2012
Contact Info for Lauren M. Quesada
Phone Number: 203.682.7200
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States


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