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Lauren Muscato

Independent Solutions Wealth Management, LLC

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About Lauren Muscato

Lauren Muscato is an investment advisor representative at Independent Solutions Wealth Management, LLC. Lauren is registered with the state of New York and has been in the industry since October 2021. She is also licensed to provide financial planning and portfolio management services to both individuals and businesses. Lauren's specializations include Retirement Planning, Insurance, Estate Planning, and Education Planning. She is committed to providing personalized financial advice and helping her clients achieve their financial goals.

Firm Information

Lauren Muscato is currently registered with Independent Solutions Wealth Management, LLC. Independent Solutions Wealth Management, LLC is a registered investment advisor based in Williamsville, NY. The firm provides financial planning, portfolio management for individuals, and portfolio management for businesses. They serve a variety of clients including high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth. The firm manages over $953 million in assets.
Independent Solutions Wealth Management, LLC

305 SPINDRIFT DRIVE

WILLIAMSVILLE, NY 14221

$953.83M

Assets Under Management

Not reported

Total Clients

19

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 Muscato’s Registration & Firm History

NY

08/19/2022 - Present

Independent Solutions Wealth Management, LLC (WILLIAMSVILLE NY)

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Licenses & Designations

BOTH

Issued 07/23/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/23/2021

Series 7TO - General Securities Representative Examination

BC

Issued 01/25/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lauren Muscato.
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