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Lauren N. Greselin

PNC CAPITAL MARKETS
Cleveland, OH 44114
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CRD#: 7055546
LG

Professional summary


Lauren N Greselin, who also goes by Lauren Nicole Greselin, Lauren Greselin, is a registered financial professional currently at PNC CAPITAL MARKETS LLC located in Cleveland, Ohio and SOLEBURY CAPITAL LLC located in New Hope, Pennsylvania.

Lauren is registered as a RR (Registered Representative) and started their career in finance in 2022. Lauren has worked at 3 firms and has passed the Series 99TO and SIE exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


Lauren Nicole Greselin | Lauren Greselin

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.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Lauren N Greselin'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

August 31, 2020 - Present

PNC CAPITAL MARKETS LLC

Office #1: 1900 East 9th Street, Cleveland, OH 44114
BD
CRD#: 15647
Cleveland, OH
Current

January 20, 2022 - Present

SOLEBURY CAPITAL LLC

Office #1: 400 South River Road, Suite 300, New Hope, PA 18938
BD
CRD#: 143299
New Hope, PA
Past

January 20, 2022 - August 2, 2023

SIXPOINT PARTNERS LLC

BD
CRD#: 146067
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
Series 99TO
Date: 8/31/2020
Operations Professional Examination
SRO Registrations
RR
FINRA

Current Firm


SC
SOLEBURY CAPITAL LLC
SOLEBURY CAPITAL LLC

CRD#: 143299 / SEC#: , 8-67548

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information


Main Address
400 South River Road, Suite 300, New Hope, PA 18938
Mailing Address
400 South River Road, Suite 300, New Hope, PA 18938
Phone number
(215) 862-7234
Established
Pennsylvania since 05/16/2005
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (8 States and Territories)


Documents


Direct owners and executive officers


NamePositionCRD#
PNC BANK, NATIONAL ASSOCIATIONPARENT
COHN, VICTOR ALLANCHAIRMAN, CHIEF OPERATING OFFICER808136
EARLING, DAVID CRISTOFORIMANAGING DIRECTOR2534818
HATFIELD, EDWARD RIDGWAYCHIEF EXECUTIVE OFFICER1781580
IM, YOULREECHIEF ADMINISTRATIVE OFFICER5195473
JACOBY, MATTHEW RCHIEF COMPLIANCE OFFICER5720650
LONG, GEORGE PHILLIP MR.CHIEF LEGAL OFFICER5094038
ROHALY, JEFFREY PFINANCIAL OPERATIONS PRINCIPAL, PFO, POO4588188
WILLIAMS, JULIEVICE PRESIDENT6040587

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SOLEBURY CAPITAL LLC

CRD#: 143299Cleveland, OH 44114

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