Sarah Lauren Heyne
Professional Summary
Sarah Lauren Heyne, who also goes by Lauren Heyne, S Lauren Heyne, is a registered financial advisor currently at COLDSTREAM SECURITIES, INC. located in Bellevue, Washington and JWTT, LLC located in Hazlet, New Jersey. Sarah is registered as a RR (Registered Representative) and started their career in finance in 1995. Sarah has worked at 9 firms and has passed the Series 65, Series 63, Series 7TO, Series 99TO, Series 52TO, SIE, Series 7, Series 14,...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Lauren Heyne, S Lauren Heyne
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
THE ENSEMBLE TEAM
HUMANIZE WEALTH
OSAIC WEALTH, INC.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
THE ENSEMBLE TEAM
HUMANIZE WEALTH
OSAIC WEALTH, INC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
THE ENSEMBLE TEAM
HUMANIZE WEALTH
OSAIC WEALTH, INC.
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
THE ENSEMBLE TEAM
HUMANIZE WEALTH
OSAIC WEALTH, INC.
Years of Experience
31 years in the financial services industry
Current & Past Employments
Current
Past
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
THE ENSEMBLE TEAM
HUMANIZE WEALTH
OSAIC WEALTH, INC.
Current Firm
JWTT INC. | JWTT, LLC
Contact Information
Main Address
12 Crown Plaza Suite 201-a, Hazlet, NJ 07730Mailing Address
12 Crown Plaza Suite 201-a, Hazlet, NJ 07730Phone Number
(971) 323-0700Established
Delaware since 05/01/2026Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (45 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| PAULSON CAPITAL HOLDING COMPANY, LLC | OWNER | — |
| CLARK, CHRISTOPHER STEVEN | DIRECTOR | 1952666 |
| INGRASSIA, ALBERT | CEO | 2420276 |
| PARIGIAN, THOMAS STEWART | DIRECTOR | 1398840 |
| SETTEDUCATI, ROBERT JOSEPH | DIRECTOR | 1352722 |
| SORRENTINO, RICHARD ANTHONY | CHIEF COMPLIANCE OFFICER | 430898 |
| WINKS, MALCOLM ALEXANDER | CFO, FINOP | 5153752 |
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
THE ENSEMBLE TEAM
HUMANIZE WEALTH
OSAIC WEALTH, INC.
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
THE ENSEMBLE TEAM
HUMANIZE WEALTH
OSAIC WEALTH, INC.
State Registrations and Notice Filings
(1/6/2020)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 52TO — Municipal Securities Representative Examination
Passed Jan 2023About the Series 52TO examSRO Registrations
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
THE ENSEMBLE TEAM
HUMANIZE WEALTH
OSAIC WEALTH, INC.
CRS (Client Relationship Summary) - BD
Click below to view Sarah Lauren Heyne's CRS (Customer Relationship Summary).
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
THE ENSEMBLE TEAM
HUMANIZE WEALTH
OSAIC WEALTH, INC.
