Lauren A Ehrhardt

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 03/2014 → 05/2017
  First Republic Securities Company, Llc
  New York, NY
• 05/2017 → 11/2023
  First Republic Bank
  New York, NY
• 11/2023 → Present
  Peapack Gladstone Bank
  New York, NY

Previous Registrations

• 2014-10-08 → 2023-06-21
  J.P. Morgan Private Wealth Advisors Llc
  New York, NY
  New York, NY
  New York, NY
  New York, NY

Other Businesses

1) 11/2023 - PGB Financial Services - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 2) 11/2023 - Lauren Ann Ehrhardt - Notary - Inv. related - NEW YORK, NY - Notary - Start Date 05/28/2013 - <1hr/month - <1% time spent

Exams

• S66 Uniform Combined State Law Examination
  2014-10-06

Other Names

• Lauren Ehrhardt
• Lauren A Ehrhardt
• Lauren Ann Ehrhardt