Lauren Nicole Szczybor
Investment adviser representative at Focus Partners Wealth, LLC
14 yearsExperience
1 stateRegistered in
$181.9BFirm assets
14 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 assetsHourlyFixed or flat feePerformance-basedOther
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
14 years in the industry.
- Focus Partners Wealth, LLCSep 2024 to now
- The Colony Group, LLCAug 2024 to now
- T Rowe PriceMay 2019 to Aug 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2018 to May 2019
- Iron RoosterJul 2017 to May 2018
- Lincoln Financial AdvisorsJan 2017 to Feb 2018
- Hornor, Townsend & Kent, IncJun 2013 to Jan 2017
- Penn Mutual Life Insurance CompanySep 2012 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (MD).
Focus Partners Wealth, LLC
$181.9BAssets managed
62,466Clients
1,049Advisers
14 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
- 6210867
- Firm CRD
- 159289