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Lauren Lehman

Newedge Advisors

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About Lauren Lehman

Lauren Lehman is an Investment Advisor Representative with Newedge Advisors, LLC. Lauren has been in the industry for over 19 years. Lauren has a Series 7, Series 65, and Series 66 license. Lauren has also earned the Certified Financial Planner and Chartered Financial Analyst designations. Lauren specializes in Financial Planning, Portfolio Management for Individuals, and Portfolio Management for Businesses.

Firm Information

Lauren Lehman is currently registered with Newedge Advisors. Newedge Advisors is an investment advisor with over $10 billion in assets under management. They provide a wide range of financial planning and advisory services to individuals, businesses, charitable organizations, pension plans, and high-net-worth individuals. The firm has over 396 investment advisor representatives and 194 registered representatives located throughout the United States. Newedge Advisors also offers wrap fee programs.
Newedge Advisors

858 CAMP STREET

NEW ORLEANS, LA 70130

$18.43B

Assets Under Management

141

Total Clients

420

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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 Lehman’s Registration & Firm History

MD

01/10/2023 - Present

Newedge Advisors (Rockville MD)

MD

03/19/2009 - 06/29/2010

FSC SECURITIES CORPORATION (KENSINGTON MD)

NY

09/29/2006 - 01/03/2007

BLACKROCK INVESTMENTS, INC. (NEW YORK NY)

NY

06/20/2005 - 09/29/2006

FAM DISTRIBUTORS, INC. (NEW YORK NY)

NY

04/02/2004 - 06/20/2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 04/16/2012

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 05/12/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/01/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lauren Lehman.
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