Lauren Elizabeth Ferraro
Investment adviser representative at Wheelhouse Advisory Group, LLC
14 yearsExperience
2 statesRegistered in
$388.1MFirm assets
4 yearsFirm in business
Are you Lauren Elizabeth Ferraro? 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 assetsCommissionsOther
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.
- Wheelhouse Advisory Group, LLCJul 2022 to now
- UnemployedJan 2022 to Jun 2022
- Clayton Financial Group, LLCJun 2021 to Dec 2021
- Moneta Group Investment Advisors, LLCJan 2012 to May 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 2 states (IL, MO).
Wheelhouse Advisory Group, LLC
$388.1MAssets managed
548Clients
12Advisers
4 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
- 5643178
- Firm CRD
- 312806