Lauren A. Mance

RIVERSEDGE ADVISORS

WILMINGTON, DE 19801

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CRD#: 4755678

Professional summary

Lauren Anne Mance, who also goes by Lauren A Ursino, is a registered financial advisor currently at RIVERSEDGE ADVISORS located in Wilmington, Delaware.

Lauren is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Lauren has worked at 2 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lauren A Ursino

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 Lauren Anne Mance'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®

None

Experience

Current

August 21, 2025 - Present

RIVERSEDGE ADVISORS

Office #1: 600 N King St Suite 200, Wilmington, DE 19801

RIA

CRD#: 298390

WILMINGTON, DE

Past

August 22, 2006 - August 7, 2008

LEHMAN BROTHERS INC.

CRD#: 7506

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".

RIVERSEDGE ADVISORS

BLUE ROCK FINANCIAL GROUP | RIVERSEDGE ADVISORS, LLC | RIVERSEDGE ADVISORS | BLUE ROCK RIVERSEDGE

CRD#: 298390 / SEC#: 801-113978

RIA

Registered Investment Advisory firm - (9/12/2018 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

Delaware
(8/21/2025)

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

Series 63

Date: 8/23/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/21/2006

General Securities Representative Examination

Current Firm

RIVERSEDGE ADVISORS

BLUE ROCK FINANCIAL GROUP | RIVERSEDGE ADVISORS, LLC | RIVERSEDGE ADVISORS | BLUE ROCK RIVERSEDGE

CRD#: 298390 / SEC#: 801-113978

RIA

Registered Investment Advisory firm - (9/12/2018 Approved)

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Contact information

Main Address

600 N King St Suite 200, Wilmington, DE 19801

Mailing Address

Phone number

(302) 573-6864

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RIVERSEDGE DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (9/3/2025)

Regulatory assets under management

Total Number of Accounts	1,415
AUM (Assets Under Management)	$ 708,414,018

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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Lauren A. Mance

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lauren Anne Mance's CRS (Customer Relationship Summary).

Certified licenses

Experience

RIVERSEDGE ADVISORS

LEHMAN BROTHERS INC.

Primary Firm SEC Registration

RIVERSEDGE ADVISORS

State Registrations and Notice Filings

Exams

Series 63

Date: 8/23/2006

Series 7

Date: 8/21/2006

Current Firm

RIVERSEDGE ADVISORS

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RIVERSEDGE ADVISORS

TRUST BUT VERIFY

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