Lauren E. Sylvan

CULTIVATING WEALTH

Montauk, NY

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CRD#: 6974615

Professional summary

Lauren Elizabeth Sylvan, CFP®, who also goes by L. Elizabeth Stark, Lauren Elizabeth Stark, Liz Stark, L. Elizabeth Stark Sylvan, Lauren Sylvan, Liz Sylvan, is a registered financial advisor currently at CULTIVATING WEALTH located in Montauk, New York.

Lauren is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Lauren has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

What are your service offerings?

Investment Planning

Retirement Planning

Education Planning

Divorce Planning

Comprehensive Financial Planni...

Socially Responsible Investing

Do you have an area of expertise or specialization?

Entrepreneurs

Generation X

Investment Advice with Ongoing...

Millennials

Socially Responsible Investmen...

Women's Financial Planning Iss...

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

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.

Janus Properties, LLC Not investment-related 32700 Shaker Blvd., Pepper Pike, OH 44124 Rental Real Estate Partner Start date: 08/2014 1 hour/month Tracking income/expenses, other business finances Worthington Meadows J-Dek LP Not investment-related 31100 Solon Road, #9 Solon, OH 44139 Rental Real Estate Limited Partner Start date: 11/2017 0 hours/month no duties

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lauren Elizabeth Sylvan'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

Start date: 2018

Experience

Current

June 18, 2018 - Present

CULTIVATING WEALTH

RIA

CRD#: 282447

Montauk, NY

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".

CULTIVATING WEALTH

CULTIVATING WEALTH | THE STANICH GROUP LLC | POWER OVER DIVORCE

CRD#: 282447 / SEC#: 801-107270

RIA

Registered Investment Advisory firm - (2/9/2016 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.

Highlighted states indicate IAR registrations

IAR

New York
(8/20/2021)

IAR

Pennsylvania
(6/18/2018)

IAR

Texas
(8/20/2021)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/23/2017

Uniform Investment Adviser Law Examination

Current Firm

CULTIVATING WEALTH

CULTIVATING WEALTH | THE STANICH GROUP LLC | POWER OVER DIVORCE

CRD#: 282447 / SEC#: 801-107270

RIA

Registered Investment Advisory firm - (2/9/2016 Approved)

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Contact information

Main Address

Montauk, NY

Mailing Address

P.o. Box 5014, Montauk, NY 11954

Phone number

(646) 693-7451

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

THE STANICH GROUP, LLC DBA: CULTIVATING WEALTH ADV PART 2A (2/6/2025)

Regulatory assets under management

Total Number of Accounts	605
AUM (Assets Under Management)	$ 166,599,144

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.

Contact information

(xxx) xxx-xxxx

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Lauren E. Sylvan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

CULTIVATING WEALTH

Primary Firm SEC Registration

CULTIVATING WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 2/23/2017

Current Firm

CULTIVATING WEALTH

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CULTIVATING WEALTH

TRUST BUT VERIFY

Contact information

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