Lauren Ann Rowland

CFP

15 Years of Experience

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningFinancial Planning & CoachingDivorce PlanningCharitable GivingHigh Net Worth

Rzh Advisors LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

7 advisors

Number of Clients

432 clients

Average Client Portfolio

$4.9M average

Assets Under Management

$2.1B

Fee Structure

Minimum Investment:$5M

Location

One Landmark Square, 11th Floor, Stamford, CT, 06901

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Rzh Advisors LLC

January 2021 - Present · 5 yrs 1 mo

Previous Registrations

Goldman Sachs & CO. LLCBroker

September 2014 - December 2020 · 6 yrs 3 mos

The Ayco Company,l.p.

February 2013 - September 2014 · 1 yr 7 mos

Mercer Allied Company, L.P.Broker

August 2010 - September 2014 · 4 yrs 1 mo

State Registrations2 states

CTTX

Advisor

Exams

No exam information available for this advisor.