TrueAdvisor
TrueAdvisor
LS
LS

Lauren Castrop Smith

Amb Wealth, LLC
12 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
Amb Wealth, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
991 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$1.0B

Fee Structure

Minimum Investment:$25K

Location

60 Cinema Lane, Suite 250, St Simons Island, GA, 31522

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Amb Wealth, LLC
October 2023 - Present · 2 yrs 4 mos
Allen, Mooney & Barnes Brokerage Services, LLCBroker
October 2023 - Present · 2 yrs 4 mos
Previous Registrations
Kovack Securities INC.Broker
November 2020 - October 2023 · 2 yrs 11 mos
Kovack Advisors, INC.
November 2020 - October 2023 · 2 yrs 11 mos
Kovack Advisors, INC.
April 2018 - October 2019 · 1 yr 6 mos
Kovack Securities INC.Broker
March 2018 - October 2019 · 1 yr 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2016 - April 2017 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2016 - April 2017 · 1 yr 1 mo
Morgan Stanley
September 2015 - April 2016 · 7 mos
Morgan StanleyBroker
September 2015 - April 2016 · 7 mos
Incapital LLCBroker
April 2014 - August 2015 · 1 yr 4 mos
Multi-Bank Securities, INC.Broker
August 2013 - April 2014 · 8 mos
First Clearing, LLCBroker
April 2011 - March 2013 · 1 yr 11 mos
Wells Fargo Advisors, LLCBroker
April 2011 - March 2013 · 1 yr 11 mos
State Registrations1 state
GA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.