Unclaimed Profile

Lauren Poe Watson

BRIGHTSIDE ADVISORY PARTNERS, LLC·BALTIMORE, Maryland

Series 7, Series 66Clean record14 years registeredBRIGHTSIDE ADVISORY PARTNERS, LLC

6300 BLAIR HILL LANE, BALTIMORE, MD 21209CRD# 5918325Firm CRD# 305389

Profile Verification

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

Identity

Lauren Poe Watson · BALTIMORE, MD

Registration

CRD #5918325 · BRIGHTSIDE ADVISORY PARTNERS, LLC · 14 years registered

Brand Profile

Not yet started

Career History

CRESSET ASSET MANAGEMENT, LLC

Jun 2024 – present

BRIGHTSIDE PARTNERS

Mar 2022 – Apr 2024

BALTIMORE, MD

CRESSET ASSET MANAGEMENT, LLC

Jun 2020 – Feb 2022

RESTON, VA

WMS PARTNERS, LLC

Aug 2016 – Nov 2019

TOWSON, MD

ABEL FINANCIAL MANAGEMENT CO.

Feb 2014 – Nov 2015

LUTHERVILLE, MD

LINCOLN FINANCIAL ADVISORS CORPORATION

Aug 2012 – Jan 2014

LUTHERVILLE, MD

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · August 9, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BRIGHTSIDE ADVISORY PARTNERS, LLC

CRD 305389 · SEC 801-117479

AUM

$853M

Regulatory assets under management

Employees

486 client accounts

Services offered by BRIGHTSIDE ADVISORY PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BRIGHTSIDE ADVISORY PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Lauren Poe Watson offer?

Lauren Poe Watson specializes in Financial Planning, Investment Management. Contact their office in BALTIMORE, Maryland for a consultation.

What are Lauren Poe Watson's credentials?

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

Where is Lauren Poe Watson located?

Lauren Poe Watson is based in BALTIMORE, Maryland, working with BRIGHTSIDE ADVISORY PARTNERS, LLC. Their office serves clients in the BALTIMORE metropolitan area and surrounding communities.

How does Lauren Poe Watson charge for services?

Lauren Poe Watson's firm is compensated through percentage of aum, subscription fees, other: a percentage of assets advised on. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BRIGHTSIDE ADVISORY PARTNERS, LLC?

BRIGHTSIDE ADVISORY PARTNERS, LLC has approximately 12 employees and manages $853M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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