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LC

Lauren M. Crossett

REBELLION RESEARCH
New York, NY 10022
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CRD#: 5879082
LC

Professional summary


Lauren Marie Crossett, who also goes by Lauren Crossett, is a registered financial advisor currently at REBELLION RESEARCH located in New York, New York.

Lauren is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Lauren has worked at 2 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Lauren Crossett

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.
I AM AN INSURANCE BROKER WITH MASSMUTUAL, JACKSON, AND I WAS WITH COLUBIAN MUTUAL. I ALSO AM CURRENTLY REGISTERED WITH MML INVESTMENT SERVICES HOWEVER I AM FILING MY U-5 TO MOVE MY REGISTRATION FOR THIS NEW POSITION. I RECEIVE COMMISSION BASED ON PRODUCTS SOLD PREVIOUSLY AND INSURANCE TO BE SOLD IN THE FUTURE. I WILL BE PAID A PERCENTAGE OF THE MANAGEMENT FEE THAT REBELLION CHARGES TO CLIENTS THAT I BRING ON.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Lauren Marie Crossett'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®
None

Experience


Current

April 10, 2014 - Present

REBELLION RESEARCH

Office #1: 350 East 54th Street #1a, New York, NY 10022
RIA
CRD#: 167661
New York, NY
Past

January 28, 2011 - April 8, 2014

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SYRACUSE, 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
Texas
(8/20/2014)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 3/21/2014
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


RR
REBELLION RESEARCH
REBELLION RESEARCH | REBELLION RESEARCH ADVISORS, LP | REBELLION RESEARCH ADVISORS, L.P.

CRD#: 167661 / SEC#:

Florida
Registered Investment Advisory firm - (5/28/2015 Approved)
Kentucky
Registered Investment Advisory firm - (7/16/2013 Approved)
New York
Registered Investment Advisory firm - (6/3/2013 Approved)
Texas
Registered Investment Advisory firm - (8/19/2014 Approved)
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Contact information


Main Address
350 East 54th Street #1a, New York, NY 10022
Mailing Address
Phone number
(646) 666-0496
Established
Firm type
Fiscal year end
# of Employees
4

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts75
AUM (Assets Under Management)$ 16,500,000

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


REBELLION RESEARCH

CRD#: 167661New York, NY 10022

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