LC
LC

Lauren Cosulich

19 Years of Experience
Broker

Lauren Cosulich is a registered investment advisor, based in Boston, MA, with 19 years of industry experience.

Location

101 Arch Street, #1950, Boston, MA, 02110

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Lauren is a partner at Summit Trail Advisors, an RIA, dedicating full-time hours to this role. She also serves as Secretary for CommunityWalk Inc., a consumer website mapping tool, spending minimal time on paperwork and document assistance.

Employment History
Current Registrations
Summit Trail Securities, LLCBroker
February 2017 - Present · 9 yrs 2 mos
Summit Trail Securities, LLC
February 2017 - Present · 9 yrs 2 mos
Summit Trail Advisors, LLC
August 2015 - Present · 10 yrs 8 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
October 2015 - August 2016 · 10 mos
Barclays Capital INC.
January 2009 - August 2015 · 6 yrs 7 mos
Barclays Capital INC.Broker
September 2008 - August 2015 · 6 yrs 11 mos
Lehman Brothers INC.
March 2008 - October 2008 · 7 mos
Lehman Brothers INC.Broker
August 2006 - September 2008 · 2 yrs 1 mo
State Registrations3 states
CAMATX
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.