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Inactive

Lauren Debra Sterling

Nerdwallet Wealth Partners, LLC

New York, NY

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Current Employers
Nerdwallet Wealth Partners, Llc

123 William Street 21St Floor, New York, NY 10038 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-08-06
  • NY RA
    APPROVED
    Since 2025-08-06

Branch Locations

123 William Street 21St Floor, New York, NY 10038 • 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
Future You Wealth New York NY 11/2023 08/2025
Future You Wealth New York NY 08/2021 10/2023
Cfa Society New York New York NY 01/2018 07/2020
Unemployed New York NY 02/2017 01/2018
Golub Capital New York NY 11/2012 02/2017
Future You Wealth New York NY 08/2024 08/2025
Nerdwallet Wealth Partners New York NY 06/2025 Present
Future You Wealth New York NY 08/2020 07/2021
  • 11/2023 → 08/2025
    Future You Wealth
    New York, NY
  • 08/2021 → 10/2023
    Future You Wealth
    New York, NY
  • 01/2018 → 07/2020
    Cfa Society New York
    New York, NY
  • 02/2017 → 01/2018
    Unemployed
    New York, NY
  • 11/2012 → 02/2017
    Golub Capital
    New York, NY
  • 08/2024 → 08/2025
    Future You Wealth
    New York, NY
  • 06/2025 → Present
    Nerdwallet Wealth Partners
    New York, NY
  • 08/2020 → 07/2021
    Future You Wealth
    New York, NY
Previous Registrations
  • 2024-05-09 → 2025-07-31
    Future You Wealth
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-09
S63 Uniform Securities Agent State Law Examination 2008-03-27
  • S65 Uniform Investment Adviser Law Examination
    2024-05-09
  • S63 Uniform Securities Agent State Law Examination
    2008-03-27
Other Names
  • Sterling
  • Sterling
  • Lauren Debra Alexander
  • Sterling
  • Theard

View on SEC IAPD

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KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
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