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Lauren Rich Fine

GRIES FINANCIAL LLC·CLEVELAND, Ohio
Series 7, Series 63, Series 87Clean record9 years registeredGRIES FINANCIAL LLC
1801 E NINTH STREET STE 1600, CLEVELAND, OH 44114-3103CRD# 2632320Firm CRD# 110031

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lauren Rich Fine · CLEVELAND, OH
Registration
CRD #2632320 · GRIES FINANCIAL LLC · 9 years registered
Brand Profile
Not yet started
01

Career History

BEATRICE ADVISORS LP
Mar 2025 – present
GRIES FINANCIAL PARTNERS
Apr 2017 – Jan 2025
CLEVELAND, OH
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 87
Registration record
First registered · April 13, 2017
Years registered · 9
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GRIES FINANCIAL LLC
CRD 110031 · SEC 801-56552
AUM
$1.3B
Regulatory assets under management
Employees
30
1,731 client accounts
Services offered by GRIES FINANCIAL LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at GRIES FINANCIAL LLC →
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05

Frequently Asked Questions

What services does Lauren Rich Fine offer?
Lauren Rich Fine specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CLEVELAND, Ohio for a consultation.
What are Lauren Rich Fine's credentials?
Lauren Rich Fine is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lauren Rich Fine located?
Lauren Rich Fine is based in CLEVELAND, Ohio, working with GRIES FINANCIAL LLC. Their office serves clients in the CLEVELAND metropolitan area and surrounding communities.
How does Lauren Rich Fine charge for services?
Lauren Rich Fine's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees, other: personal trustee services, bill pay, and tax prep assistance. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GRIES FINANCIAL LLC?
GRIES FINANCIAL LLC has approximately 30 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GRIES FINANCIAL LLC

William George Caster
CLEVELAND, OH
Sarah Louise Gries
CLEVELAND, OH
Carina Shipotofsky Diamond
CLEVELAND, OH
CFP
Edward Joseph Bell
CLEVELAND, OH
Hemal Jayant Gala
CLEVELAND, OH

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