Unclaimed Profile

Lauren Bode Taraboulos

HA&W WEALTH MANAGEMENT, LLC·ATLANTA, Georgia

SIE, Series 3, Series 4, Series 7, Series 9, Series 10, Series 23, Series 31, Series 63, Series 65Clean record25 years registeredHA&W WEALTH MANAGEMENT, LLC

5 CONCOURSE PARKWAY, ATLANTA, GA 30328CRD# 2519603Firm CRD# 127333

Profile Verification

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

Identity

Lauren Bode Taraboulos · ATLANTA, GA

Registration

CRD #2519603 · HA&W WEALTH MANAGEMENT, LLC · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: HA&W WEALTH MANAGEMENT, LLC

J.P. MORGAN SECURITIES LLC

Jan 2014 – Mar 2019

ATLANTA, GA

HA&W WEALTH MANAGEMENT, LLC

Feb 2013 – Jan 2014

ATLANTA, GA

MORGAN STANLEY SMITH BARNEY LLC

Jun 2009 – Sep 2012

ATLANTA, GA

CITIGROUP GLOBAL MARKETS INC.

Jul 2005 – Jun 2009

ATLANTA, GA

WACHOVIA SECURITIES, LLC

Oct 2000 – Jun 2005

POMPANO BEACH, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 4

Series 7

Series 9

Series 10

Series 23

Series 31

Series 63

Series 65

Registration record

First registered · October 1, 2000

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

APRIO WEALTH MANAGEMENT, LLC

CRD 127333 · SEC 801-63326

AUM

$1.8B

Regulatory assets under management

Employees

2,121 client accounts

Services offered by APRIO WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at APRIO WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Lauren Bode Taraboulos offer?

Lauren Bode Taraboulos specializes in Financial Planning, Investment Management.

What are Lauren Bode Taraboulos's credentials?

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

Where is Lauren Bode Taraboulos located?

Lauren Bode Taraboulos is based in ATLANTA, Georgia, last registered with HA&W WEALTH MANAGEMENT, LLC.

How does Lauren Bode Taraboulos charge for services?

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

How large is HA&W WEALTH MANAGEMENT, LLC?

HA&W WEALTH MANAGEMENT, LLC has approximately 30 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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