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LS

Laura Simione

FORESIDE FUND SERVICES
New York, NY 10022
Some features on this profile are disabled
CRD#: 5433992
LS

Professional summary


Laura Simione, who also goes by Laura Anne Simione, is a registered financial professional currently at FORESIDE FUND SERVICES, LLC located in New York, New York.

Laura is registered as a RR (Registered Representative) and started their career in finance in 2008. Laura has worked at 9 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Laura Anne Simione

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) - BD


Click below to view Laura Simione'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

October 8, 2025 - Present

FORESIDE FUND SERVICES, LLC

Office #1: 320 Park Avenue 30th Floor, New York, NY 10022
BD
CRD#: 46106
New York, NY
Past

March 10, 2025 - September 17, 2025

FINALIS SECURITIES LLC

BD
CRD#: 305908
NEW YORK, NY
Past

October 19, 2024 - March 11, 2025

STONEHAVEN, LLC

BD
CRD#: 118913
NEW YORK, NY
Past

December 14, 2022 - August 28, 2023

QUASAR DISTRIBUTORS, LLC

BD
CRD#: 103848
New York, NY
Past

December 8, 2020 - December 31, 2022

COMPASS DISTRIBUTORS, LLC

BD
CRD#: 172662
New York, NY
Past

August 25, 2017 - December 31, 2020

QUASAR DISTRIBUTORS, LLC

BD
CRD#: 103848
PORTLAND, ME
Past

October 24, 2016 - August 11, 2017

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
PORTLAND, ME
Past

October 25, 2012 - July 19, 2016

BARON CAPITAL, INC.

BD
CRD#: 10538
NEW YORK, NY
Past

May 26, 2011 - October 15, 2012

ALPS DISTRIBUTORS, INC.

BD
CRD#: 16853
RYE BROOK, NY
Past

September 17, 2010 - May 23, 2011

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
NEW YORK, NY
Past

March 2, 2010 - May 23, 2011

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

March 25, 2008 - February 2, 2010

FRANKLIN DISTRIBUTORS, LLC

BD
CRD#: 109064
STAMFORD, CT

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

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
(10/8/2025)
RR
Alaska
(10/8/2025)
RR
Arizona
(10/8/2025)
RR
Arkansas
(10/8/2025)
RR
California
(10/8/2025)
RR
Colorado
(10/8/2025)
RR
Connecticut
(10/8/2025)
RR
Delaware
(10/8/2025)
RR
District of Columbia
(10/8/2025)
RR
Florida
(10/8/2025)
RR
Georgia
(10/8/2025)
RR
Hawaii
(10/8/2025)
RR
Idaho
(10/8/2025)
RR
Illinois
(10/8/2025)
RR
Indiana
(10/8/2025)
RR
Iowa
(10/8/2025)
RR
Kansas
(10/8/2025)
RR
Kentucky
(10/8/2025)
RR
Louisiana
(10/8/2025)
RR
Maine
(10/8/2025)
RR
Maryland
(10/8/2025)
RR
Massachusetts
(10/8/2025)
RR
Michigan
(10/8/2025)
RR
Minnesota
(10/8/2025)
RR
Mississippi
(10/8/2025)
RR
Missouri
(10/8/2025)
RR
Montana
(10/8/2025)
RR
Nebraska
(10/8/2025)
RR
Nevada
(10/8/2025)
RR
New Hampshire
(10/8/2025)
RR
New Jersey
(10/8/2025)
RR
New Mexico
(10/8/2025)
RR
New York
(10/8/2025)
RR
North Carolina
(10/8/2025)
RR
North Dakota
(10/8/2025)
RR
Ohio
(10/8/2025)
RR
Oklahoma
(10/8/2025)
RR
Oregon
(10/8/2025)
RR
Pennsylvania
(10/8/2025)
RR
Rhode Island
(10/8/2025)
RR
South Carolina
(10/8/2025)
RR
South Dakota
(10/8/2025)
RR
Tennessee
(10/8/2025)
RR
Texas
(10/8/2025)
RR
Utah
(10/8/2025)
RR
Vermont
(10/8/2025)
RR
Virginia
(10/8/2025)
RR
Washington
(10/8/2025)
RR
West Virginia
(10/8/2025)
RR
Wisconsin
(10/8/2025)
RR
Wyoming
(10/8/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 9/13/2010
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


FF
FORESIDE FUND SERVICES, LLC
FORESIDE FUND SERVICES, LLC | FORUM FUND SERVICES, LLC

CRD#: 46106 / SEC#: , 8-51293

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information


Main Address
190 Middle Street Suite 301, Portland, ME 04101
Mailing Address
190 Middle Street Suite 301, Portland, ME 04101
Phone number
(207) 553-7110
Established
Delaware since 09/08/1998
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
FORESIDE DISTRIBUTORS, LLCSOLE MEMBER
COWAN, TERESA MARIA KAZMIERSKIPRES/MANAGER/DIRECTOR1544189
EDELMAN, GABRIELSECRETARY6654419
LA FOND, SUSAN LORENETREASURER4512785
LANZA, CHRISTOPHER CONTEVICE PRESIDENT2184856
MACCHIA, KATE SCHENDELVICE PRESIDENT4863973
SOMMERS, WESTONCFO/FINOP5290145
STROUT, ALICIA KIMBERLYCHIEF COMPLIANCE OFFICER/VICE PRESIDENT6320351

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.

Company Information


FORESIDE FUND SERVICES, LLC

CRD#: 46106New York, NY 10022

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