Lauren Muscato (CRD# 7124372) is an Investment Advisor Representative working at Independent Solutions Wealth Management, LLC in Williamsville, NY and has 1 year of experience in the finance industry.
CRD# 1234546
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1604730
Lytle Investments
CRD# 6254146
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Independent Solutions Wealth Management, LLC | Williamsville, NY | Jul 2022 - Current | 1 |
| Peak Brokerage Services, LLC | Jupiter, FL | May 2019 - Current | 5 |
| Univ Of Buffalo | Amherst, NY | Aug 2016 - May 2019 | 2 |
| Univ Of Buffalo | Amherst, NY | Aug 2017 - Dec 2018 | 1 |
| Solar Liberty | Williamsville, NY | Jun 2014 - Aug 2016 | 2 |
| Univ Of Buffalo | Amherst, NY | Sep 2015 - May 2016 | < 1 |
| Mount Mercy Academy | Buffalo, NY | Sep 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2022 |
- NY
-
Total Assets Under Management954MILLIONS
-
Total Number of Accounts5,873ACCOUNTS
-
Average Account Value$162,409
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, CO, FL, KS, LA, MA, ME, MI, MN, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA
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