Lauren Anastasio is a CFP-designated registered investment advisor, based in Greenville, DE, with 14 years of industry experience. Lauren is also registered as a broker, so some compensation may come from commissions on products sold.
Location
500 DuPont Field Blvd, St 100, Greenville, DE, 19807
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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.
Learn about disclosures →Employment History
Current Registrations
Sofi Wealth LLC
November 2025 - Present · 11 mos
Sofi Securities LLCBroker
November 2025 - Present · 11 mos
Previous Registrations
Vanguard Marketing CorporationBroker
February 2023 - November 2025 · 2 yrs 9 mos
Vanguard Advisers, INC.
February 2023 - March 2025 · 2 yrs 1 mo
Stash Capital LLCBroker
December 2021 - December 2022 · 1 yr
Sofi Wealth LLC
July 2018 - October 2021 · 3 yrs 3 mos
Sofi Securities LLCBroker
May 2018 - October 2021 · 3 yrs 5 mos
J.P. Morgan Securities LLCBroker
June 2010 - August 2016 · 6 yrs 2 mos
State Registrations1 state
DE
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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