RL
Rachael S. Lam
AURIEX WEALTH ADVISORS
NEW YORK, NY
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CRD#: 6723159
RL
Rachael Snow LamAURIEX WEALTH ADVISORS
Professional summary
Rachael Snow Lam, who also goes by Rachael Lam, is a registered financial advisor currently at AURIEX WEALTH ADVISORS LLC located in New York, New York.
Rachael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Rachael has worked at 1 firm .
At a Glance
Always Fiduciary
Aliases
Rachael Lam
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 name of the other business; RNR Tax and Finance Inc. whether the business is investment-related; Not Investment Related the address of the other business; 491 March Hill Rd, Walpole, NH 03608 the nature of the other business; A tax and accounting services business, specifically providing bookkeeping, payroll preparation, and tax preparation services. your position; title, or relationship with the other business; Founder and CEO the start date of your relationship; 06/2021 the approximate number of hours/month you devote to the other business; 25 percent of time or 43 hours a month. the number of hours you devote to the other business during securities trading hours; 25 percent of time or 43 hours a month. and briefly describe your duties relating to the other business; preparing and reviewing tax returns, providing bookkeeping services, and assisting clients with payroll administration. the name of the other business; Agent under "Real Broker, LLC" whether the business is investment-related. Not Investment Related. the address of the other business; my home address: 380 Rector Pl Apt 12G, New York NY 10280 the nature of the other business; Real Estate Agent your position; title, or relationship with the other business; position/title: Real Estate salesperson, relationship: sales agent the start date of your relationship; 11/15/2025 the approximate number of hours/month you devote to the other business; 5 hours/month or 2.8% a month the number of hours you devote to the other business during securities trading hours; 0 hours and briefly describe your duties relating to the other business: complete sales/purchase contract, follow up with client on sales progress, attend real estate closing meeting when necessary. the name of the other business; Employee under "Central Steel Buildings Inc" whether the business is investment-related. Not Investment Related. the address of the other business; 181 Wolltz St. Mount Airy, NC 27030 the nature of the other business; Steel Manufacturing your position; title, or relationship with the other business; position/title: business advisor, working remotely the start date of your relationship; 03/01/2026 the approximate number of hours/month you devote to the other business; 8 hours/month or 4.6% a month the number of hours you devote to the other business during securities trading hours; 0 hours and briefly describe your duties relating to the other business: advising on business operations, books, tax related assistance.
CRS (Client Relationship Summary) - RIA
Click below to view Rachael Snow Lam'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 10, 2026 - Present
AURIEX WEALTH ADVISORS LLC
RIA
CRD#: 339954
NEW YORK, 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
New York(3/10/2026)
Exams
Current Firm
AW
AURIEX WEALTH ADVISORS LLC
AURIEX WEALTH | AURIEX WEALTH ADVISORS LLC
CRD#: 339954 / SEC#:
New York
Registered Investment Advisory firm - (3/10/2026 Approved)Loading...
Contact information
Main Address
New York, NY
Mailing Address
Phone number
(917) 789-3829
Established
Firm type
Fiscal year end
# of Employees
1
0
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
