Unclaimed Profile

Lauren Michele Quesada

CASTLEKEEP INVESTMENT ADVISORS LLC·WESTPORT, Connecticut

Clean recordCASTLEKEEP INVESTMENT ADVISORS LLC

257 RIVERSIDE AVENUE, WESTPORT, CT 06880-4822CRD# 6155900Firm CRD# 111656

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lauren Michele Quesada · WESTPORT, CT

Registration

CRD #6155900 · CASTLEKEEP INVESTMENT ADVISORS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Lauren Michele Quesada is a registered financial advisor based in WESTPORT, Connecticut, affiliated with CASTLEKEEP INVESTMENT ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

CASTLEKEEP INVESTMENT ADVISORS LLC

CASTLEKEEP INVESTMENT ADVISORS

AUM

$762M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CASTLEKEEP INVESTMENT ADVISORS LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Market timing services

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 6155900

Firm CRD# 111656

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lauren Michele Quesada offer?

Lauren Michele Quesada specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WESTPORT, Connecticut for a consultation.

What are Lauren Michele Quesada's credentials?

Lauren Michele Quesada is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lauren Michele Quesada located?

Lauren Michele Quesada is based in WESTPORT, Connecticut, working with CASTLEKEEP INVESTMENT ADVISORS LLC. Their office serves clients in the WESTPORT metropolitan area and surrounding communities.

How does Lauren Michele Quesada charge for services?

Lauren Michele Quesada's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CASTLEKEEP INVESTMENT ADVISORS LLC?

CASTLEKEEP INVESTMENT ADVISORS LLC has approximately 7 employees and manages $762M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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