Lauren Boyce

SCHWAB WEALTH ADVISORY

Malvern, PA

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CRD#: 5553478

Professional summary

Lauren Boyce, CFP®, who also goes by Lauren M Boyce, Lauren Michelle Boyce, is a registered financial advisor currently at SCHWAB WEALTH ADVISORY, INC. located in Malvern, Pennsylvania and CHARLES SCHWAB & CO., INC. located in Boston, Massachusetts.

Lauren is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Lauren has worked at 8 firms and has passed the Series 66, Series 52TO, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lauren M Boyce | Lauren Michelle Boyce

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 Boyce'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®

CFP^®

Certified Financial Planner

Experience

Current

December 15, 2025 - Present

SCHWAB WEALTH ADVISORY, INC.

RIA

CRD#: 159035

Malvern, PA

Current

October 17, 2025 - Present

CHARLES SCHWAB & CO., INC.

Office #1: One International Place, Boston, MA 02110-2600

RIA

CRD#: 5393

Boston, MA

Past

October 17, 2025 - December 15, 2025

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

SAN FRANCISCO, CA

Past

February 5, 2025 - October 10, 2025

VANGUARD MARKETING CORPORATION

CRD#: 7452

MALVERN, PA

Past

May 4, 2023 - November 26, 2024

BNY MELLON SECURITIES CORPORATION

CRD#: 231

NEW YORK, NY

Past

November 10, 2021 - November 26, 2024

BNY ADVISORS

RIA

CRD#: 106108

PENNINGTON, NJ

Past

November 9, 2021 - March 4, 2024

PERSHING LLC

CRD#: 7560

Pennington, NJ

Past

January 3, 2017 - November 2, 2021

VANGUARD ADVISERS, INC.

RIA

CRD#: 106715

MALVERN, PA

Past

September 22, 2014 - December 27, 2016

VANGUARD ADVISERS, INC.

RIA

CRD#: 106715

MALVERN, PA

Past

September 22, 2014 - November 2, 2021

VANGUARD MARKETING CORPORATION

CRD#: 7452

MALVERN, PA

Past

October 13, 2009 - August 25, 2014

BNY ADVISORS

RIA

CRD#: 106108

KING OF PRUSSIA, PA

Past

October 13, 2009 - August 25, 2014

PERSHING LLC

CRD#: 7560

KING OF PRUSSIA, PA

Past

September 16, 2008 - January 9, 2009

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

PHILADELPHIA, PA

Past

August 12, 2008 - January 9, 2009

MORGAN STANLEY & CO. LLC

CRD#: 8209

PHILADELPHIA, PA

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".

SCHWAB WEALTH ADVISORY, INC.

SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC. | SCHWAB WEALTH ADVISORY, INC.

CRD#: 159035 / SEC#: 801-72795

RIA

Registered Investment Advisory firm - (12/9/2011 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.

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

Alabama
(10/20/2025)

Connecticut
(10/20/2025)

Delaware
(10/20/2025)

District of Columbia
(1/3/2026)

Florida
(10/20/2025)

Georgia
(10/20/2025)

Kentucky
(10/20/2025)

Maine
(10/20/2025)

Maryland
(1/3/2026)

Massachusetts
(10/20/2025)

Michigan
(1/3/2026)

New Hampshire
(10/20/2025)

New Jersey
(10/20/2025)

New York
(10/20/2025)

North Carolina
(10/20/2025)

Ohio
(1/5/2026)

Pennsylvania
(10/17/2025)

IAR

Pennsylvania
(12/15/2025)

Rhode Island
(1/3/2026)

South Carolina
(10/20/2025)

Tennessee
(10/20/2025)

Vermont
(10/20/2025)

Virginia
(10/20/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/15/2008

Uniform Combined State Law Examination

General Industry/Product Exam

Series 52TO

Date: 8/1/2023

Municipal Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 10/2/2008

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 8/11/2008

General Securities Representative Examination

SRO Registrations

FINRA

SRO Registrations

Nasdaq Stock Market

Current Firm

SCHWAB WEALTH ADVISORY, INC.

SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC. | SCHWAB WEALTH ADVISORY, INC.

CRD#: 159035 / SEC#: 801-72795

RIA

Registered Investment Advisory firm - (12/9/2011 Approved)

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Contact information

Main Address

9800 Schwab Way, Lone Tree, CO 80124

Mailing Address

Phone number

(415) 667-7000

Established

Firm type

Fiscal year end

# of Employees

1,042

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SCHWAB WEALTH ADVISORY, INC. DISCLOSURE BROCHURE (12/11/2025)

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 Boyce

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

SCHWAB WEALTH ADVISORY, INC.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

VANGUARD MARKETING CORPORATION

BNY MELLON SECURITIES CORPORATION

BNY ADVISORS

PERSHING LLC

VANGUARD ADVISERS, INC.

VANGUARD ADVISERS, INC.

VANGUARD MARKETING CORPORATION

BNY ADVISORS

PERSHING LLC

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

Primary Firm SEC Registration

SCHWAB WEALTH ADVISORY, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 9/15/2008

Series 52TO

Date: 8/1/2023

SIE

Date: 10/1/2018

Series 31

Date: 10/2/2008

Series 7

Date: 8/11/2008

FINRA

Nasdaq Stock Market

Current Firm

SCHWAB WEALTH ADVISORY, INC.

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

SCHWAB WEALTH ADVISORY, INC.

TRUST BUT VERIFY

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