Unclaimed Profile

Lauris Stefans Lambergs

RENAISSANCE WEALTH ADVISORS, LLC·NEWTON, Massachusetts

Series 3, Series 6, Series 63, Series 65Clean record17 years registeredRENAISSANCE WEALTH ADVISORS, LLC

275 GROVE STREET, NEWTON, MA 02466CRD# 4001420Firm CRD# 300007

Profile Verification

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

Identity

Lauris Stefans Lambergs · NEWTON, MA

Registration

CRD #4001420 · RENAISSANCE WEALTH ADVISORS, LLC · 17 years registered

Brand Profile

Not yet started

Career History

RENAISSANCE WEALTH ADVISORS, LLC

Feb 2019 – present

FIELDSTONE FINANCIAL MANAGEMENT GROUP, LLC

Feb 2018 – Jan 2019

FOXBORO, MA

RAYLOR INVESTMENTS LLC

Sep 2011 – Nov 2017

GREENWICH, CT

STRATEGIC POINT INVESTMENT ADVISORS LLC

Feb 2009 – Nov 2009

PROVIDENCE, RI

Registrations & Exams

FINRA examinations passed

Series 3

Series 6

Series 63

Series 65

Registration record

First registered · February 25, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RENAISSANCE WEALTH ADVISORS, LLC

CRD 300007 · SEC 801-114630

AUM

$4M

Regulatory assets under management

Employees

26 client accounts

Services offered by RENAISSANCE WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at RENAISSANCE WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Lauris Stefans Lambergs offer?

Lauris Stefans Lambergs specializes in Financial Planning, Investment Management. Contact their office in NEWTON, Massachusetts for a consultation.

What are Lauris Stefans Lambergs's credentials?

Lauris Stefans Lambergs is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lauris Stefans Lambergs located?

Lauris Stefans Lambergs is based in NEWTON, Massachusetts, working with RENAISSANCE WEALTH ADVISORS, LLC. Their office serves clients in the NEWTON metropolitan area and surrounding communities.

How does Lauris Stefans Lambergs charge for services?

Lauris Stefans Lambergs's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RENAISSANCE WEALTH ADVISORS, LLC?

RENAISSANCE WEALTH ADVISORS, LLC has approximately 2 employees and manages $4M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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