Lauris S. Lambergs

RENAISSANCE WEALTH ADVISORS

Newton, MA 02466

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CRD#: 4001420

Professional summary

Lauris Stefans Lambergs, CIMA® is a registered financial advisor currently at RENAISSANCE WEALTH ADVISORS, LLC located in Newton, Massachusetts.

Lauris is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Lauris has worked at 6 firms and has passed the Series 65, Series 63, Series 3 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Lauris Stefans Lambergs's 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®

CIMA^®

Certified Investment Management Analyst

Experience

Current

February 13, 2019 - Present

RENAISSANCE WEALTH ADVISORS, LLC

Office #1: 275 Grove Street Suite 2-400, Newton, MA 02466

RIA

CRD#: 300007

Newton, MA

Past

February 20, 2018 - January 4, 2019

FIELDSTONE FINANCIAL MANAGEMENT GROUP, LLC

RIA

CRD#: 112296

FOXBORO, MA

Past

September 27, 2011 - November 21, 2017

RAYLOR INVESTMENTS LLC

RIA

CRD#: 139675

GREENWICH, CT

Past

February 25, 2009 - November 24, 2009

STRATEGICPOINT INVESTMENT ADVISORS LLC

RIA

CRD#: 124636

PROVIDENCE, RI

Past

December 14, 2006 - October 13, 2008

ALLIANCEBERNSTEIN INVESTMENTS, INC.

CRD#: 14549

NASHVILLE, TN

Past

August 27, 1999 - January 10, 2005

BOFA DISTRIBUTORS, INC.

CRD#: 30683

BOSTON, MA

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

Massachusetts
(2/13/2019)

IAR

New Hampshire
(11/20/2024)

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

IAR

Series 65

Date: 2/24/2009

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/3/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 3

Date: 9/12/2011

National Commodity Futures Examination

General Industry/Product Exam

Series 6

Date: 8/26/1999

Investment Company Products/Variable Contracts Representative Examination

Current Firm

RENAISSANCE WEALTH ADVISORS, LLC

CRD#: 300007 / SEC#: 801-114630

RIA

Registered Investment Advisory firm - (11/19/2019 Terminated)

Massachusetts

Registered Investment Advisory firm - (11/14/2019 Approved)

New Hampshire

Registered Investment Advisory firm - (11/19/2024 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

275 Grove Street Suite 2-400, Newton, MA 02466

Mailing Address

Phone number

(617) 663-5595

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	396
AUM (Assets Under Management)	$ 91,778,584

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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Lauris S. Lambergs

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lauris Stefans Lambergs's CRS (Customer Relationship Summary).

Certified licenses

Experience

RENAISSANCE WEALTH ADVISORS, LLC

FIELDSTONE FINANCIAL MANAGEMENT GROUP, LLC

RAYLOR INVESTMENTS LLC

STRATEGICPOINT INVESTMENT ADVISORS LLC

ALLIANCEBERNSTEIN INVESTMENTS, INC.

BOFA DISTRIBUTORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 2/24/2009

Series 63

Date: 9/3/1999

Series 3

Date: 9/12/2011

Series 6

Date: 8/26/1999

Current Firm

RENAISSANCE WEALTH ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

RENAISSANCE WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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