Rachel J. Lawrence

REVERIE WEALTH

Rochester, NH

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CRD#: 4681875

Professional summary

Rachel Jean Brown Lawrence, CFP®, who also goes by Rachel J. Brown, Rachel Jean Brown, Rachel Sanborn Lawrence, Rachel Jean Sanborn, Rachel Jean Brown Sanborn, is a registered financial advisor currently at REVERIE WEALTH located in Rochester, New Hampshire.

Rachel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Rachel has worked at 6 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Rachel J. Brown | Rachel Jean Brown | Rachel Sanborn Lawrence | Rachel Jean Sanborn | Rachel Jean Brown Sanborn

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.

Business 1: Monarch Money; not investment-related; headquarters in Covina, CA; software company building budgeting and personal finance tracking tools; Head of Advice & Planning; start date June 2024; 170 hours per month; 5-6 hours devoted during securities trading hours; Subject Matter Expert, spokesperson, and product management. Business 2: Plan Ventures LLC; not investment-related; located in Rochester, NH; consulting on financial technology; Founder and Managing Principal; start date July 2022; 1-3 hours per month; 0-1 hours during securities trading hours; consulting services for companies using personal financial technology. Business 3: Avalon Women's Travel; not investment-related; located in Dover, NH; women's small group travel services; Freelance Trip Leader; start date November 2023; 50 hours per month during 1-2 months of the year; 0-7 hours devoted during securities trading hours; duties include leading a group of women around a foreign city to various planned activities over the course of 7-10 days.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rachel Jean Brown Lawrence'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®

CFP^®

CRD#: 8032

EXETER, NH

Past

July 29, 2004 - May 9, 2005

LINCOLN INVESTMENT

CRD#: 519

FORT WASHINGTON, PA

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
(8/22/2024)

IAR

New Hampshire
(12/19/2022)

IAR

New York
(3/28/2025)

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: 6/18/2008

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/18/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/28/2004

General Securities Representative Examination

Current Firm

REVERIE WEALTH

REVERIE LLC | REVERIE WEALTH

CRD#: 323304 / SEC#:

Massachusetts

Registered Investment Advisory firm - (8/22/2024 Approved)

New Hampshire

Registered Investment Advisory firm - (12/19/2022 Approved)

New York

Registered Investment Advisory firm - (3/28/2025 Approved)

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Contact information

Main Address

Rochester, NH

Mailing Address

Phone number

(207) 370-9015

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	6
AUM (Assets Under Management)	$ 370,357

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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Rachel J. Lawrence

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rachel Jean Brown Lawrence's CRS (Customer Relationship Summary).

Certified licenses

Experience

REVERIE WEALTH

ELLEVEST

LEARNVEST PLANNING SERVICES, LLC

FINANCIAL FOCUS, INC.

COMMONWEALTH FINANCIAL NETWORK

LINCOLN INVESTMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 6/18/2008

Series 63

Date: 7/18/2006

Series 7

Date: 7/28/2004

Current Firm

REVERIE WEALTH

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

REVERIE WEALTH

TRUST BUT VERIFY

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