Lauren G. Siewert

MOUNTAIN HILL INVESTMENT PARTNERS

ATLANTIC HIGHLANDS, NJ 07716

Some features on this profile are disabled

CRD#: 7292683

Professional summary

Lauren Grey Siewert, who also goes by Lauren Grey Heidt, is a registered financial advisor currently at MOUNTAIN HILL INVESTMENT PARTNERS located in Atlantic Highlands, New Jersey.

Lauren is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Lauren has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

Lauren Grey Heidt

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) - RIA

Click below to view Lauren Grey Siewert'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®

None

Experience

Current

April 12, 2021 - Present

MOUNTAIN HILL INVESTMENT PARTNERS

Office #1: 724 Kings Highway East, Atlantic Highlands, NJ 07716

RIA

CRD#: 175187

ATLANTIC HIGHLANDS, NJ

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".

MOUNTAIN HILL INVESTMENT PARTNERS

CRD#: 175187 / SEC#: 801-85192

RIA

Registered Investment Advisory firm - (4/3/2015 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 Jersey
(4/12/2021)

IAR

Texas
(12/8/2022)

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: 8/18/2020

Uniform Investment Adviser Law Examination

Current Firm

MOUNTAIN HILL INVESTMENT PARTNERS

CRD#: 175187 / SEC#: 801-85192

RIA

Registered Investment Advisory firm - (4/3/2015 Approved)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

724 Kings Highway East, Atlantic Highlands, NJ 07716

Mailing Address

Phone number

(732) 291-3188

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 (3/10/2026)

Regulatory assets under management

Total Number of Accounts	328
AUM (Assets Under Management)	$ 539,042,750

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.

Similar Advisors

Stephen Stewart

CHELSEA ADVISORY SERVICES, INC

IAR

South Ozone Park, NY

Fernando Rivera

WELLS FARGO CLEARING SERVICES, LLC

IAR

EAST BRUNSWICK, NJ

Jonathan Bruschi

RBC CAPITAL MARKETS, LLC

IAR

MORRISTOWN, NJ

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Lauren G. Siewert

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lauren Grey Siewert's CRS (Customer Relationship Summary).

Certified licenses

Experience

MOUNTAIN HILL INVESTMENT PARTNERS

Primary Firm SEC Registration

MOUNTAIN HILL INVESTMENT PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 8/18/2020

Current Firm

MOUNTAIN HILL INVESTMENT PARTNERS

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MOUNTAIN HILL INVESTMENT PARTNERS

TRUST BUT VERIFY

Similar Advisors