Lauren Rich Fine
Investment adviser representative at Beatrice Advisors LP
10 yearsExperience
1 stateRegistered in
CFADesignation
$282.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Beatrice Advisors, LPFeb 2025 to now
- Gries Financial LLCJun 2016 to Jan 2025
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
State registrations
Registered as an investment adviser representative in 1 state (NY).
Beatrice Advisors LP
$282.3MAssets managed
20Clients
5Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2632320
- Firm CRD
- 332668