Lauren E. Breitfeller

THE BREIT GROUP

WRIGHTSVILLE BEACH, NC 28480

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CRD#: 7534209

Professional summary

Lauren Elizabeth Breitfeller, who also goes by Lauren Varamo, is a registered financial advisor currently at THE BREIT GROUP located in Wrightsville Beach, North Carolina.

Lauren is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Lauren has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lauren Varamo

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.

Pharmacy Innovations (2033 Corporate Dr B2, Wilmington, NC 28405): Non investment related/PRN dispensing pharmacist for closed door pharmacy/started in 2015/typically less than 10 (8-10 hour) shifts per year Upper Health (remote): Non investment related/ PRN pharmacy consults for Upper patients/ typically less than 3 hours in total per month/start 2024 Keep both of these very prn positions to stay relevant since I renew my NC pharmacist license annually.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lauren Elizabeth Breitfeller'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

May 8, 2025 - Present

THE BREIT GROUP

Office #1: 96 W Salisbury St Floor #3, Wrightsville Beach, NC 28480

RIA

CRD#: 335020

WRIGHTSVILLE BEACH, NC

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".

THE BREIT GROUP

THE BREIT GROUP | THE BREIT GROUP, LLC

CRD#: 335020 / SEC#: 801-132479

RIA

Registered Investment Advisory firm - (4/21/2025 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
(9/5/2025)

IAR

North Carolina
(5/8/2025)

IAR

Texas
(9/5/2025)

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: 12/13/2024

Uniform Investment Adviser Law Examination

Current Firm

THE BREIT GROUP

THE BREIT GROUP | THE BREIT GROUP, LLC

CRD#: 335020 / SEC#: 801-132479

RIA

Registered Investment Advisory firm - (4/21/2025 Approved)

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Contact information

Main Address

96 W Salisbury St Floor #3, Wrightsville Beach, NC 28480

Mailing Address

Po Box 266, Wrightsville Beach, NC 28480

Phone number

(704) 502-6069

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BREIT FORM ADV PART 2A - AUGUST 2025 (9/8/2025)

Regulatory assets under management

Total Number of Accounts	57
AUM (Assets Under Management)	$ 102,206,000

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.

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Lauren E. Breitfeller

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

THE BREIT GROUP

Primary Firm SEC Registration

THE BREIT GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 12/13/2024

Current Firm

THE BREIT GROUP

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

THE BREIT GROUP

TRUST BUT VERIFY

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