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LW

Laura S. Wright

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CRD#: 7504799
LW

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Laura Sarah Wright was a registered financial professional .

Laura is a previously registered financial professional and started their career in finance in 2022. Laura had worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

March 2, 2022 - November 27, 2023

ANDERSEN WEALTH MANAGEMENT

RIA
CRD#: 146154
EASTON, MD

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


State Security Law Exam
IAR
Series 65
Date: 3/2/2022
Uniform Investment Adviser Law Examination

Current Firm


AW
ANDERSEN WEALTH MANAGEMENT
ANDERSEN WEALTH | MICHAEL ANDERSEN REGISTERED INVESTMENT ADVISOR L.L.C. | MICHAEL ANDERSEN REGISTERED INVESTMENT ADVISOR | MICHAEL ANDERSEN IAR OF POTOMAC FUND MANAGEMENT | ANDERSEN WEALTH MANAGEMENT

CRD#: 146154 / SEC#:

Delaware
Registered Investment Advisory firm - (7/2/2019 Approved)
Florida
Registered Investment Advisory firm - (2/9/2021 Approved)
Maryland
Registered Investment Advisory firm - (3/5/2008 Approved)
North Carolina
Registered Investment Advisory firm - (10/7/2020 Approved)
Texas
Registered Investment Advisory firm - (3/31/2023 Conditional Restricted)
Virginia
Registered Investment Advisory firm - (11/3/2022 Approved)
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Contact information


Main Address
6 West Dover Street, Easton, MD 21601
Mailing Address
Po Box 1591, Easton, MD 21601
Phone number
(410) 690-4894
Established
Firm type
Fiscal year end
# of Employees
4

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts1,350
AUM (Assets Under Management)$ 81,011,187

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.

Company Information


ANDERSEN WEALTH MANAGEMENT

CRD#: 146154

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