Christina Lauria, financial advisor Malvern PA

Christina Lauria

CRD Number: 5527628
Current Firm: Vanguard Advisers, Inc.

Christina M. Lauria, CFP® (CRD# 5527628) is an Investment Advisor Representative working at Hillview Capital Advisors, LLC in Wayne, PA and has over 5 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
The Vanguard Group, Inc. Malvern, PA Apr 2017 - Current 6
Hillview Capital Advisors Wayne, PA Oct 2012 - Mar 2017 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2010
S63 Uniform Securities State Law Examination Jun 2017
Contact Info for Christina M. Lauria
Phone Number: 610-669-1000
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    299,192
    MILLIONS
  • Total Number of Accounts
    634,470
    ACCOUNTS
  • Average Account Value
    $471,562
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)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, WY

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