Lauren Lehman
Investment adviser representative at Newedge Advisors
16 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$43.2BFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Newedge Advisors, LLC.Jan 2023 to now
- LPL Financial LLCDec 2022 to now
- Sol Capital Management CompanyAug 2010 to Oct 2022
Designations
- CFA
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2004
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (MD).
Newedge Advisors
Legal name: Newedge Advisors, LLC
$43.2BAssets managed
49,898Clients
603Advisers
12 yearsIn 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
- 4740394
- Firm CRD
- 171351