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Lauren Michelle King

COMPASS ADVISORY GROUP LLC·MELVILLE, New York
Clean recordCOMPASS ADVISORY GROUP LLC
155 PINELAWN ROAD, MELVILLE, NY 11747CRD# 4629988Firm CRD# 288256

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lauren Michelle King · MELVILLE, NY
Registration
CRD #4629988 · COMPASS ADVISORY GROUP LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Lauren Michelle King is a registered financial advisor based in MELVILLE, New York, affiliated with COMPASS ADVISORY GROUP LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
COMPASS ADVISORY GROUP LLC
COMPASS ADVISORS
AUM
$517M
Regulatory assets under management
Employees
7
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4629988
Firm CRD# 288256
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lauren Michelle King offer?
Lauren Michelle King specializes in Financial Planning, Investment Management. Contact their office in MELVILLE, New York for a consultation.
What are Lauren Michelle King's credentials?
Lauren Michelle King is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lauren Michelle King located?
Lauren Michelle King is based in MELVILLE, New York, working with COMPASS ADVISORY GROUP LLC. Their office serves clients in the MELVILLE metropolitan area and surrounding communities.
How does Lauren Michelle King charge for services?
Lauren Michelle King'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 COMPASS ADVISORY GROUP LLC?
COMPASS ADVISORY GROUP LLC has approximately 7 employees and manages $517M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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