Lauren Victoria Greenberg

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 04/2017 → 08/2017
  Hear Usa
  Mount Vernon, WA
• 12/2019 → 09/2021
  Kingdom Management
  Jacksonville, FL
• 07/2021 → 10/2022
  Laurel River Group Llc
  Jacksonville, FL
• 10/2021 → 08/2022
  Orthodox Christian Mission Center
  St Augustine, FL
• 09/2017 → 11/2018
  Unemployed
  Jacksonville, FL
• 08/2017 → 11/2019
  Florida State College At Jacksonville
  Jacksonville, FL
• 12/2018 → 12/2019
  Frangipani Hair Studio
  Jacksonville Beach, FL
• 10/2022 → Present
  Fidelity Investments
  Jacksonville, FL
• 08/2016 → 03/2017
  Luna Family Hearing
  Mount Vernon, WA

Other Businesses

OBA-93507|OrgNmn:LAUREL RIVER GROUP, LLC|Org Addr:Jacksonvil,Florida,US|OBA Nature:Community Assocation Managemen|Invst Rel:N|Title:Registered Agent and President|Duties:None. Not acting on LLC.|StrtDt:10-24-22|TotHrs/mon:0.01|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2026-08-24
• S63 Uniform Securities Agent State Law Examination
  2023-10-18

Other Names

• Lauren Victoria Greenberg
• Lauren Victoria Weita
• Lauren Greenberg