Lauren Castrop Smith
Investment adviser representative at Amb Wealth, LLC
10 yearsExperience
1 stateRegistered in
$1.1BFirm assets
25 yearsFirm in business
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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
- Pension consulting
Experience
10 years in the industry.
- Amb Wealth, LLCOct 2023 to now
- Allen, Mooney & Barnes Brokerage Services, LLCOct 2023 to now
- Kovack AdvisorsMar 2018 to Oct 2023
- Kovack SecuritiesMar 2018 to Oct 2023
- UnemployedApr 2017 to Feb 2018
- Bank of America, N.A.Jun 2016 to Mar 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2016 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (GA).
Amb Wealth, LLC
Legal name: Allen, Mooney & Barnes Investment Advisors, LLC
$1.1BAssets managed
920Clients
15Advisers
25 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
- 5698547
- Firm CRD
- 113106