Lauren Debra Sterling
Investment adviser representative at Nerdwallet Wealth Partners, LLC
14 yearsExperience
1 stateRegistered in
$262.8MFirm assets
1 yearFirm in business
Are you Lauren Debra Sterling? Claim your profile
Contact this firm
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
14 years in the industry.
- Nerdwallet Wealth Partners, LLCJun 2025 to now
- Future You WealthNov 2023 to Aug 2025
- Future You WealthAug 2021 to Oct 2023
- Future You WealthAug 2020 to Jul 2021
- Cfa Society New YorkJan 2018 to Jul 2020
- UnemployedFeb 2017 to Jan 2018
- Golub CapitalNov 2012 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
Nerdwallet Wealth Partners, LLC
$262.8MAssets managed
694Clients
17Advisers
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
- 5135668
- Firm CRD
- 337328