Lauren Conway

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

• 10/2015 → 03/2017
  Ernst & Young, Llp
  New York, NY
• 08/2012 → 03/2017
  Piccolo Restaurant
  Huntington, NY
• 03/2017 → Present
  Fidelity Brokerage Services Llc
  Huntington, NY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-07-08 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Garden City, NY

Exams

• S63 Uniform Securities Agent State Law Examination
  2017-12-04

Other Names

• Lauren Marie Amenita
• Lauren Marie Conway