Lauren Sinead Young

Employer firm

Moneta Group Investment Advisors, LLC CRD 104727

$50.5B regulatory AUM 638 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 11/2017 → 02/2024
  Ratio Wealth Group, Llc
  Denver, CO
• 07/2013 → 11/2017
  Graham Gerlach
  Denver, CO
• 02/2024 → Present
  Moneta Group Investment Advisors, Llc
  Denver, CO

Previous Registrations

• 2019-12-04 → 2024-02-20
  Ratio Wealth Group Llc
  Denver, CO
  Denver, CO
  Denver, CO
• 2012-01-12 → 2013-07-15
  Lnw
  Seattle, WA

Designations

• Certified Financial Planner

Other Names

• Lauren Sinead Dolezal