Lauren Lehman

Employer firm

Newedge Advisors CRD 171351

$43.2B regulatory AUM 122 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2010 → 10/2022
  Sol Capital Management Company
  Rockville, MD
• 12/2022 → Present
  Lpl Financial Llc
  Rockville, MD
• 01/2023 → Present
  Newedge Advisors, Llc.
  New Orelans, LA

Previous Registrations

• 2012-03-22 → 2022-10-27
  Sol Capital Management Co
  Rockville, MD
• 2010-01-15 → 2011-01-03
  Delta Financial Advisors, Inc
• 2009-04-16 → 2010-06-29
  Fsc Securities Corporation
  Kensington, MD
• 2007-05-03 → 2007-12-04
  Convergent Wealth Advisors, Llc
  Rockville, MD
• 2007-01-16 → 2007-05-03
  Lydian Wealth Management Company, Llc
  Rockville, MD
• 2006-09-29 → 2007-01-03
  Blackrock Investment Management, Llc
  Plainsboro, NJ
• 2005-09-09 → 2006-09-29
  Merrill Lynch Investment Managers Lp
  Washington, DC
• 2004-05-18 → 2005-06-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL

Other Businesses

1) 12/08/2022 - Goss Wealth Management - DBA for LPL Business (entity for LPL business) - INVESTMENT RELATED - AT REPORTED BUSINESS LOCATION(S). 2) 12/08/2022 - Real Estate Rental - Co-owner - 12116 Otis Drive, Rockville, MD 20852 - INVESTMENT RELATED - START DATE: 06/01/2015.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-04-16
• S66 Uniform Combined State Law Examination
  2004-05-12

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Lauren Duvall Porcelli
• Lauren Duvall Porcelli
• Lauren Duvall Lehman