LC
Lauren M. Comer
STRATEGIC ADVISERS LLC
PHOENIX, AZ
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CRD#: 6021316
LC
Professional summary
Lauren Michelle Comer, who also goes by Lauren Michelle Comer, Lauren Comer Kantor, Lauren Kantor, Lauren Comer Merrill, Lauren Merrill, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Phoenix, Arizona and FIDELITY BROKERAGE SERVICES LLC located in Greenwood Village, Colorado.
Lauren is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Lauren has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Lauren Michelle Comer | Lauren Comer Kantor | Lauren Kantor | Lauren Comer Merrill | Lauren Merrill
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.
OBA-114970|OrgNmn:Lilly Pulitzer|Org Addr:Scottsdale,Arizona,US|OBA Nature:Retail clothing boutique|Invst Rel:N|Title:Part time sales associate|Duties:retail sales help|StrtDt:12-07-24|TotHrs/mon:60|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Lauren Michelle Comer'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®
NoneExperience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
PHOENIX, AZ
Current
November 10, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 6501 S Fiddler's Green Circle Ste 300 - 600, Greenwood Village, CO 80111-4932BD
CRD#: 7784
Greenwood Village, CO
Past
November 16, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SALT LAKE CITY, UT
Past
November 26, 2019 - August 30, 2021
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
BD
CRD#: 30107
Scottsdale, AZ
Past
October 1, 2019 - November 27, 2019
VANGUARD ADVISERS, INC.
RIA
CRD#: 106715
SCOTTSDALE, AZ
Past
June 18, 2018 - November 27, 2019
VANGUARD MARKETING CORPORATION
BD
CRD#: 7452
SCOTTSDALE, AZ
Past
June 21, 2017 - April 2, 2018
CITIZENS SECURITIES, INC.
RIA
CRD#: 39550
BOSTON, MA
Past
March 17, 2015 - April 2, 2018
CITIZENS SECURITIES, INC.
BD
CRD#: 39550
BOSTON, MA
Past
May 16, 2013 - November 17, 2014
SANTANDER SECURITIES LLC
BD
CRD#: 41791
SWAMPSCOTT, MA
Past
April 17, 2012 - April 29, 2013
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP
BD
CRD#: 7325
ANDOVER, MA
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 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.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(11/10/2021)
RR
Alaska(11/15/2021)
RR
Arizona(11/10/2021)
IAR
Arizona(3/31/2025)
RR
Arkansas(11/10/2021)
RR
California(11/12/2021)
RR
Colorado(11/15/2021)
RR
Connecticut(11/10/2021)
RR
Delaware(11/12/2021)
RR
District of Columbia(11/30/2021)
RR
Florida(11/12/2021)
RR
Georgia(11/15/2021)
RR
Hawaii(11/12/2021)
RR
Idaho(11/10/2021)
RR
Illinois(11/15/2021)
RR
Indiana(11/12/2021)
RR
Iowa(11/10/2021)
RR
Kansas(11/12/2021)
RR
Kentucky(11/12/2021)
RR
Louisiana(11/16/2021)
RR
Maine(11/12/2021)
RR
Maryland(11/10/2021)
RR
Massachusetts(11/12/2021)
RR
Michigan(11/15/2021)
RR
Minnesota(11/12/2021)
RR
Mississippi(11/12/2021)
RR
Missouri(11/12/2021)
RR
Montana(11/15/2021)
RR
Nebraska(11/15/2021)
RR
Nevada(11/24/2021)
RR
New Hampshire(11/15/2021)
RR
New Jersey(11/10/2021)
RR
New Mexico(11/11/2021)
RR
New York(11/17/2021)
RR
North Carolina(11/15/2021)
RR
North Dakota(11/15/2021)
RR
Ohio(11/10/2021)
RR
Oklahoma(11/10/2021)
RR
Oregon(11/18/2021)
RR
Pennsylvania(11/12/2021)
RR
Puerto Rico(11/15/2021)
RR
Rhode Island(11/18/2021)
RR
South Carolina(11/15/2021)
RR
South Dakota(11/30/2021)
RR
Tennessee(11/12/2021)
RR
Texas(11/10/2021)
IAR
Texas(3/31/2025)
RR
Utah(11/16/2021)
RR
Vermont(11/10/2021)
RR
Virginia(11/10/2021)
RR
Washington(11/10/2021)
RR
West Virginia(11/22/2021)
RR
Wisconsin(11/11/2021)
RR
Wyoming(11/19/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
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.
