Rachel Jean Brown Lawrence

Employer firm

Reverie Wealth CRD 323304

20 advisory clients

Reported services (Item 5G)

Financial planning
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Reverie Wealth

Rochester, NH • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-03-28
MA	RA	APPROVED	2024-08-22
NH	RA	APPROVED	2022-12-19

NY RA
APPROVED

Since 2025-03-28
MA RA
APPROVED

Since 2024-08-22
NH RA
APPROVED

Since 2022-12-19

Branch Locations

Rochester, NH • 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

Organization	City	State	From	To
Learnvest Planning Services, Llc.	New York	NY	09/2012	10/2016
Advizr, Inc.	New York	NY	10/2016	04/2018
Ellevest	New York	NY	04/2018	05/2022
Plan Ventures Llc	Rochester	NH	07/2022	Present
Reverie Llc	Rochester	NH	08/2022	Present
Self Employment	Rochester	NH	11/2023	Present
Monarch Money	Covina	CA	06/2024	Present

09/2012 → 10/2016

Learnvest Planning Services, Llc.

New York, NY
10/2016 → 04/2018

Advizr, Inc.

New York, NY
04/2018 → 05/2022

Ellevest

New York, NY
07/2022 → Present

Plan Ventures Llc

Rochester, NH
08/2022 → Present

Reverie Llc

Rochester, NH
11/2023 → Present

Self Employment

Rochester, NH
06/2024 → Present

Monarch Money

Covina, CA

Previous Registrations

2018-05-15 → 2022-05-31

Ellevest

New York, NY
2013-01-17 → 2016-12-05

Learnvest Planning Services, Llc

Milton Mills, NH
2008-06-19 → 2012-09-04

Financial Focus, Inc.

Wolfeboro, NH

Other Businesses

Business 1: Monarch Money; not investment-related; headquarters in Covina, CA; software company building budgeting and personal finance tracking tools; Head of Advice & Planning; start date June 2024; 170 hours per month; 5-6 hours devoted during securities trading hours; Subject Matter Expert, spokesperson, and product management. Business 2: Plan Ventures LLC; not investment-related; located in Rochester, NH; consulting on financial technology; Founder and Managing Principal; start date July 2022; 1-3 hours per month; 0-1 hours during securities trading hours; consulting services for companies using personal financial technology. Business 3: Avalon Women's Travel; not investment-related; located in Dover, NH; women's small group travel services; Freelance Trip Leader; start date November 2023; 50 hours per month during 1-2 months of the year; 0-7 hours devoted during securities trading hours; duties include leading a group of women around a foreign city to various planned activities over the course of 7-10 days.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2008-06-18
S63	Uniform Securities Agent State Law Examination	2006-07-18

S65 Uniform Investment Adviser Law Examination

2008-06-18
S63 Uniform Securities Agent State Law Examination

2006-07-18

Designations

Certified Financial Planner

Other Names

Rachel J. Brown
Rachel Jean Brown
Rachel Jean Sanborn
Rachel Jean Brown Lawrence
Rachel Jean Brown Sanborn
Rachel Sanborn Lawrence

View on SEC IAPD