Lauren M. Nowell
STRATEGIC ADVISERS LLC | Financial Consultant
EDMOND, OK
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CRD#: 6353974
Professional summary
Lauren Michele Nowell, CFP®, who also goes by Lauren Michele Nowell, Lauren Michele Nowell-wilcox, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Edmond, Oklahoma and FIDELITY BROKERAGE SERVICES LLC located in Nichols Hills, Oklahoma.
Lauren is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Lauren has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 9 and Series 10 exams.
Biography
I partner with clients to build custom-fit financial plans tailored to their financial dreams. I meet you where you are in life to help you organize and prioritize so that you feel confident in your future, because I believe that financial success is built upon a relationship with an advisor that is rooted in trust and care. We'll work together over time to help you grow, protect, and distribute your wealth in a way that fits your family's needs and goals.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Lauren Michele Nowell | Lauren Michele Nowell-Wilcox
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.
CRS (Client Relationship Summary) - RIA
Click below to view Lauren Michele Nowell'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®
Education
University of Texas at Dallas
Psychology - Developmental Psychology
2014
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
EDMOND, OK
Current
July 17, 2014 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 1125 Nw 63rd Street Suite A, Nichols Hills, OK 73116BD
CRD#: 7784
Nichols Hills, OK
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
EDMOND, OK
Past
March 4, 2015 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
EDMOND, OK
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
Arkansas(7/30/2014)
RR
California(9/18/2020)
RR
Colorado(6/25/2020)
RR
Connecticut(12/9/2020)
RR
Florida(2/12/2021)
RR
Illinois(3/25/2023)
RR
Kansas(3/25/2023)
RR
Massachusetts(3/1/2024)
RR
Michigan(3/4/2022)
RR
Missouri(7/30/2014)
RR
New Hampshire(2/12/2021)
RR
New York(3/2/2023)
RR
Oklahoma(7/30/2014)
IAR
Oklahoma(3/31/2025)
RR
Oregon(4/15/2022)
RR
Rhode Island(1/15/2025)
RR
South Carolina(3/25/2023)
RR
Texas(2/12/2021)
IAR
Texas(3/31/2025)
RR
Washington(9/18/2020)
RR
West Virginia(3/1/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory 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
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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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
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Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Edmond, OKTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
