Lauren Danielle isola rogge Hall
Investment adviser representative at Pin Oak Investment Advisors Inc
11 yearsExperience
1 stateRegistered in
$784.8MFirm assets
36 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 feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Pin Oak Investment Advisors IncFeb 2025 to now
- Pin Oak AdvisorsJun 2024 to now
- Brown AdvisoryJan 2024 to May 2024
- Nuance Investments, LLCJun 2023 to Aug 2023
- University of Texas At AustinAug 2022 to May 2024
- NAMar 2022 to Jul 2023
- Houston Trust CompanyFeb 2018 to Mar 2022
- Houston Trust CompanyJun 2017 to Aug 2017
- Matter Family OfficeSep 2016 to May 2017
- Washington University In St. LouisAug 2013 to Dec 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
Pin Oak Investment Advisors Inc
$784.8MAssets managed
322Clients
6Advisers
36 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
- 8033103
- Firm CRD
- 105550