Lauren N. Desforge

Employer firm

Cerity Partners LLC CRD 151559

$162B regulatory AUM 53 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 09/2011 → 12/2021
  Daintree Advisors Llc
  Boston, MA
• 01/2022 → Present
  Cerity Partners Llc
  Boston, MA

Previous Registrations

• 2011-09-29 → 2022-01-06
  Daintree Advisors Llc
  Boston, MA
• 2004-12-17 → 2010-10-15
  Calibre Advisory Services Inc.
  Waltham, MA
• 1997-04-12 → 2004-12-16
  Tanager Financial Services Inc
  Waltham, MA

Other Businesses

Massachusetts Collaborative Law Council: investment-related; Southboro, MA; provides divorce related services; board member, member of finance committee; 4/2022; 1-2 hours during securities trading hours. Advisers Give Back, Inc.; investment-related; Oakland, CA; Non-profit firm providing financial advice to low income families; Volunteer; 06/2021; 2; 2.

Exams

• S63 Uniform Securities Agent State Law Examination
  1986-06-13

Designations

• Certified Financial Planner
• Personal Financial Specialist

Other Names

• Lauren Marie Neville
• Lauren Marie Neville