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Lauren Ann Rowland

RZH Advisors LLC

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About Lauren Ann Rowland

Lauren Rowland is a financial advisor who has been working in the industry since 2010. Lauren has a strong background in financial planning and investment management, having worked at Goldman Sachs & Co. LLC and Mercer Allied Company, L.P. before joining RZH Advisors LLC. Lauren holds the Series 7 and Series 66 licenses and is a Certified Financial Planner. Lauren is currently registered with RZH Advisors LLC, which has offices in Stamford, CT and New York, NY. RZH Advisors LLC is a fee-only firm, meaning they do not receive commissions for the sale of investment products. This allows Lauren to provide unbiased advice to her clients.

Firm Information

Lauren Rowland is currently registered with RZH Advisors LLC. RZH Advisors LLC is a registered investment advisor located in STAMFORD, CT. The firm manages $1.72 billion in assets for 1,438 clients. Their services include financial planning, selection of other advisers, and portfolio management for individuals and corporations. They primarily serve high-net-worth individuals and other individuals.
RZH Advisors LLC

ONE LANDMARK SQUARE

STAMFORD, CT 06901

$1.72B

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Lauren Rowland’s Registration & Firm History

CT

01/11/2021 - Present

RZH Advisors LLC (STAMFORD CT)

NY

09/22/2014 - 12/21/2020

GOLDMAN SACHS & CO. LLC (NEW YORK NY)

NY

08/04/2010 - 09/26/2014

MERCER ALLIED COMPANY, L.P. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 02/07/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/03/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lauren Ann Rowland.
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