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52 Vanderbilt Ave Suite 1405, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-03-11 |
Branch Locations
52 Vanderbilt Ave Suite 1405, New York, NY 10017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gries Financial Llc | Cleveland | OH | 06/2016 | 01/2025 |
| Beatrice Advisors, Lp | New York | NY | 02/2025 | Present |
Lauren Fine has been a board member of Private Trust Company since August 2018. This is a paid position. Lauren devotes approximately 4 hours per month to this activity. Private Trust Company is not a client of Beatrice.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-08-17 |
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