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Lauris Stefans Lambergs

Renaissance Wealth Advisors, LLC

Newton, MA

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Current Employers
Renaissance Wealth Advisors, Llc

275 Grove Street Suite 2-400, Newton, MA 02466 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2019-02-13
  • MA RA
    APPROVED
    Since 2019-02-13

Branch Locations

275 Grove Street Suite 2-400, Newton, MA 02466 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raylign Advisory Greenwich CT 12/2009 11/2017
Fieldstone Financial Management Group Foxboro MA 11/2017 01/2019
Renaissance Wealth Advisors, Llc Newton MA 01/2019 Present
  • 12/2009 → 11/2017
    Raylign Advisory
    Greenwich, CT
  • 11/2017 → 01/2019
    Fieldstone Financial Management Group
    Foxboro, MA
  • 01/2019 → Present
    Renaissance Wealth Advisors, Llc
    Newton, MA
Previous Registrations
  • 2018-02-20 → 2019-01-04
    Fieldstone Financial Management Group, Llc
    Foxboro, MA
  • 2011-09-27 → 2017-11-21
    Raylor Investments Llc
    Greenwich, CT
  • 2009-02-25 → 2009-11-24
    Strategicpoint Investment Advisors Llc
    Providence, RI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-02-24
S63 Uniform Securities Agent State Law Examination 1999-09-03
  • S65 Uniform Investment Adviser Law Examination
    2009-02-24
  • S63 Uniform Securities Agent State Law Examination
    1999-09-03

View on SEC IAPD

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Other Offices

FOCUS PARTNERS WEALTH, LLC · Newton, MA
FOCUS PARTNERS WEALTH, LLC · Newton, MA
MML INVESTORS SERVICES, LLC · Newton, MA
COMMONWEALTH FINANCIAL NETWORK · Newton, MA
AKMAZO CAPITAL MANAGEMENT CO., LLC · NEWTON, MA
BROOKSTONE WEALTH ADVISORS, LLC · NEWTON, MA
ASCENSUS INVESTMENT ADVISORS, LLC · NEWTON, MA
PLUM STREET ADVISORS, LLC · NEWTON, MA

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