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Lauren Grey Siewert

Mountain Hill Investment Partners

Atlantic Highlands, NJ

CRD 7292683

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Employer firm

Mountain Hill Investment Partners CRD 175187

$539M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Educational seminars

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

Current Employers
Mountain Hill Investment Partners

724 Kings Highway East, Atlantic Highlands, NJ 07716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-12-08
NJ RA APPROVED 2021-04-12
  • TX RA
    APPROVED_RES
    Since 2022-12-08
  • NJ RA
    APPROVED
    Since 2021-04-12

Branch Locations

724 Kings Highway East, Atlantic Highlands, NJ 07716 • 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
Mountain Hill Investment Partners Atlantic Highlands NJ 06/2019 Present
The Siegfried Group Wilmington DE 07/2009 06/2019
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-08-18
  • S65 Uniform Investment Adviser Law Examination
    2020-08-18
Other Names
  • Lauren Grey Heidt

View on SEC IAPD

Nearby Firms

EDWARD JONES
BCS PRIVATE WEALTH MANAGEMENT
LONGSHORE WEALTH MANAGEMENT LLC

Nearby Investors

Justin Paul Sonta
CRAIG DAVID CUMMINGS
ANDREW JOHN KAISER

Nearby Offices

EDWARD JONES · ATLANTIC HIGHLANDS, NJ
BCS PRIVATE WEALTH MANAGEMENT · ATLANTIC HIGHLANDS, NJ
LONGSHORE WEALTH MANAGEMENT LLC · HIGHLANDS, NJ

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