Laura R. Pomeroy
STRATEGIC ADVISERS LLC | Financial Consultant
ZEELAND, MI
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CRD#: 5068758
Professional summary
Laura Renee Pomeroy, who also goes by Laura Renee Leroy, Laura Renee Pomeroy, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Zeeland, Michigan and FIDELITY BROKERAGE SERVICES LLC located in Grand Rapids, Michigan.
Laura is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Laura has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Biography
My process, along with my core values is to focus on connecting with each of my client's unique and personal situations, provide the best experience while working alongside my clients to give long-term support by building and maintaining a sound and healthy financial plan
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Laura Renee Leroy | Laura Renee Pomeroy
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.
OBA-59526|OrgNmn:Zyia|Org Addr:Zeeland,Michigan,US|OBA Nature:Athletic Clothing Line|Invst Rel:N|Title:Independent Contractor|Duties:Sell athletic clothes to friends and family|StrtDt:05-17-2021|TotHrs/mon:1|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Laura Renee Pomeroy'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®
NoneEducation
Western Michigan University
Master of Business Administration (MBA) - Finance and Marketing
2010
Grand Valley State University
Bachelor of Science (BS) - Business and Criminal Justice
2002
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 3480 28th Street Se The Corner Shops At Woodland, Grand Rapids, MI 49512-1602RIA
CRD#: 104555
ZEELAND, MI
Current
April 26, 2013 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 3480 28th Street Se The Corner Shops At Woodland, Grand Rapids, MI 49512BD
CRD#: 7784
Grand Rapids, MI
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
ZEELAND, MI
Past
December 4, 2013 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
GRAND RAPIDS, MI
Past
November 13, 2009 - February 19, 2013
PNC WEALTH MANAGEMENT LLC
BD
CRD#: 129052
HOLLAND, MI
Past
December 7, 2005 - November 13, 2009
NATCITY INVESTMENTS, INC.
BD
CRD#: 17490
HOLLAND, MI
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(2/12/2021)
RR
Arizona(9/5/2013)
RR
California(9/5/2013)
RR
Colorado(4/23/2020)
RR
Florida(9/5/2013)
RR
Georgia(7/13/2021)
RR
Illinois(9/5/2013)
RR
Indiana(9/5/2013)
RR
Kansas(11/16/2020)
RR
Kentucky(8/8/2020)
RR
Massachusetts(4/23/2020)
RR
Michigan(4/26/2013)
IAR
Michigan(3/31/2025)
RR
Minnesota(4/23/2020)
RR
Montana(4/23/2020)
RR
Nevada(9/5/2013)
RR
New Jersey(7/13/2021)
RR
New York(10/8/2021)
RR
North Carolina(3/4/2022)
RR
Ohio(9/6/2013)
RR
Oklahoma(10/1/2025)
RR
South Carolina(4/23/2020)
RR
Texas(1/2/2015)
IAR
Texas(3/31/2025)
RR
Virginia(7/21/2023)
RR
Washington(7/13/2021)
RR
Wisconsin(7/13/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Zeeland, MITRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
