Lauren G. Snyder

THE LEWIS FINANCIAL GROUP

Ashburn, VA 20147

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CRD#: 5348472

Professional summary

Lauren Greene Snyder, who also goes by Lauren Louise Greene, Lauren Greene, Lauri Greene, is a registered financial advisor currently at THE LEWIS FINANCIAL GROUP located in Ashburn, Virginia.

Lauren is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Lauren has worked at 3 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lauren Louise Greene | Lauren Greene | Lauri Greene

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.

NOTARY PUBLIC, NOT INVESTMENT-RELATED, STATE OF VIRGINIA , NOTARY PUBLIC, START 3/2010, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, PROVIDE NOTARY SERVICES

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lauren Greene Snyder'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

November 5, 2021 - Present

THE LEWIS FINANCIAL GROUP

Office #1: 20755 Williamsport Place Suite 140, Ashburn, VA 20147

RIA

CRD#: 315692

Ashburn, VA

Past

June 27, 2013 - November 8, 2021

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

ASHBURN, VA

Past

June 27, 2013 - November 8, 2021

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

ASHBURN, VA

Past

June 16, 2011 - July 10, 2013

OSAIC FA, INC.

RIA

CRD#: 3978

VIENNA, VA

Past

June 16, 2011 - July 10, 2013

OSAIC FA, INC.

CRD#: 3978

VIENNA, VA

Past

February 14, 2011 - May 27, 2011

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

RESTON, VA

Past

October 25, 2010 - May 27, 2011

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

RESTON, VA

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".

THE LEWIS FINANCIAL GROUP

GENESIS PRIVATE WEALTH, LLC | THE LEWIS FINANCIAL GROUP | GENESIS PRIVATE WEALTH, LLC DBA THE LEWIS FINANCIAL GROUP

CRD#: 315692 / SEC#: 801-122157

RIA

Registered Investment Advisory firm - (8/23/2021 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

Virginia
(11/5/2021)

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 66

Date: 2/11/2011

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 8/10/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/21/2010

General Securities Representative Examination

Current Firm

THE LEWIS FINANCIAL GROUP

GENESIS PRIVATE WEALTH, LLC | THE LEWIS FINANCIAL GROUP | GENESIS PRIVATE WEALTH, LLC DBA THE LEWIS FINANCIAL GROUP

CRD#: 315692 / SEC#: 801-122157

RIA

Registered Investment Advisory firm - (8/23/2021 Approved)

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Contact information

Main Address

20755 Williamsport Place Suite 140, Ashburn, VA 20147

Mailing Address

Phone number

(703) 288-1272

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

THE LEWIS FINANCIAL GROUP FORM ADV PART 2A APPENDIX 1 WRAP FEE PROGRAM BROCHURE (3/31/2025)

THE LEWIS FINANCIAL GROUP FORM ADV PART 2A BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	527
AUM (Assets Under Management)	$ 313,916,045

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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Advisor Monitoring

Firm Stability Insights

Lauren G. Snyder

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lauren Greene Snyder's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

OSAIC FA, INC.

OSAIC FA, INC.

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Primary Firm SEC Registration

THE LEWIS FINANCIAL GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 2/11/2011

Series 7TO

Date: 8/10/2022

SIE

Date: 10/1/2018

Series 7

Date: 10/21/2010

Current Firm

THE LEWIS FINANCIAL GROUP

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

THE LEWIS FINANCIAL GROUP

TRUST BUT VERIFY

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