Laura K. Drynan

BOURGEON CAPITAL MANAGEMENT LLC

Darien, CT 06820

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CRD#: 2160154

Professional summary

Laura Kim Drynan, CFP®, who also goes by Laura Drynan, Laura Gravereaux, is a registered financial advisor currently at BOURGEON CAPITAL MANAGEMENT LLC located in Darien, Connecticut.

Laura is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Laura has worked at 3 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Laura Drynan | Laura Gravereaux

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Laura Kim Drynan's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2016

Experience

Current

November 4, 2010 - Present

BOURGEON CAPITAL MANAGEMENT LLC

Office #1: 320 Post Road Suite 220, Darien, CT 06820

RIA

CRD#: 108054

Darien, CT

Past

June 4, 2007 - March 1, 2010

BARBENCO USA, INC.

RIA

CRD#: 105314

STAMFORD, CT

Past

July 23, 1991 - September 3, 1999

CREDIT SUISSE SECURITIES (USA) LLC

CRD#: 816

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BOURGEON CAPITAL MANAGEMENT LLC

BCM INVESTMENTS, LLC (RELYING ADVISOR) | BOURGEON CAPITAL MANAGEMENT LLC

CRD#: 108054 / SEC#: 801-56289

RIA

Registered Investment Advisory firm - (2/23/1999 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(3/21/2018)

IAR

Connecticut
(11/4/2010)

IAR

Florida
(5/8/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 10/16/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/22/1991

General Securities Representative Examination

Current Firm

BOURGEON CAPITAL MANAGEMENT LLC

BCM INVESTMENTS, LLC (RELYING ADVISOR) | BOURGEON CAPITAL MANAGEMENT LLC

CRD#: 108054 / SEC#: 801-56289

RIA

Registered Investment Advisory firm - (2/23/1999 Approved)

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Contact information

Main Address

320 Post Road Suite 220, Darien, CT 06820

Mailing Address

Phone number

(203) 280-1170

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MARCH 2025 FIRM BROCHURE AND BROCHURE SUPPLEMENT (3/24/2025)

Regulatory assets under management

Total Number of Accounts	334
AUM (Assets Under Management)	$ 917,600,000

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/04/2025	Cover Page	Report
02/03/2025	Cover Page	Report
02/13/2024	Cover Page	Report
03/17/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Laura K. Drynan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Laura Kim Drynan's CRS (Customer Relationship Summary).

Certified licenses

Experience

BOURGEON CAPITAL MANAGEMENT LLC

BARBENCO USA, INC.

CREDIT SUISSE SECURITIES (USA) LLC

Primary Firm SEC Registration

BOURGEON CAPITAL MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 10/16/1991

Series 7

Date: 7/22/1991

Current Firm

BOURGEON CAPITAL MANAGEMENT LLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BOURGEON CAPITAL MANAGEMENT LLC

TRUST BUT VERIFY

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