Lazetta R. Braxton
THE REAL WEALTH COTERIE
New Haven, CT 06519
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CRD#: 5381045
Professional summary
Lazetta Rainey Braxton, CFP®, who also goes by Lazetta Unicka Rainey, is a registered financial advisor currently at THE REAL WEALTH COTERIE located in New Haven, Connecticut.
Lazetta is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Lazetta has worked at 3 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Lazetta Unicka Rainey
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.
1) Lazetta is the Chief Executive Officer and Owner of Lazetta Rainey Braxton, LLC, a consulting firm located at 9 Tower Lane, #327, New Haven, CT 06519. This outside business relationship began in 10/2019. Lazetta spends approximately 4 hours per month in this outside business activity, with 4 of those hours during securities trading hours. Lazetta's duties include providing speaking, writing, and consulting services to organizations seeking expertise with financial planning and diversity, equity, and inclusion initiatives. This outside business activity is not investment-related. 2) Lazetta is a Founder and Chief Executive Officer with Black Asset Group, a business membership and consulting services firm located at 9 Tower Lane, #327, New Haven, CT 06519. This outside business relationship began in 1/2024. Lazetta spends approximately 5 hours per month in this outside business activity, with 5 of those hours during securities trading hours. Lazetta's duties include providing business membership and consulting services for financial planners. This outside business activity is not investment-related.
CRS (Client Relationship Summary) - RIA
Click below to view Lazetta Rainey Braxton'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®
Start date: 2008
Experience
Current
June 14, 2024 - Present
THE REAL WEALTH COTERIE
Office #1: 369 Washington Avenue, #7012, New Haven, CT 06519RIA
CRD#: 330683
New Haven, CT
Past
January 27, 2020 - July 1, 2024
2050 WEALTH PARTNERS LLC
RIA
CRD#: 306584
New Haven, CT
Past
July 29, 2008 - April 1, 2020
FINANCIAL FOUNTAINS, LLC
RIA
CRD#: 144410
BROOKLYN, NY
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
Connecticut(6/14/2024)
IAR
Texas(3/19/2025)
Exams
Current Firm
TR
THE REAL WEALTH COTERIE
THE REAL WEALTH COLLECTIVE | THE REAL WEALTH COTERIE LLC | THE REAL WEALTH COTERIE | THE REAL WEALTH COLLECTIVE LLC
CRD#: 330683 / SEC#:
Connecticut
Registered Investment Advisory firm - (6/14/2024 Approved)Texas
Registered Investment Advisory firm - (3/6/2025 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
New Haven, CT
Mailing Address
369 Washington Avenue #7012, New Haven, CT 06519
Phone number
(203) 208-8398
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 62 |
| AUM (Assets Under Management) | $ 6,612,249 |
Red Flags
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Company Information
THE REAL WEALTH COTERIE
CRD#: 330683New Haven, CT 06519TRUST BUT VERIFY
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