Investment adviser representative · Castle Island Wealth
Lauren Bellomo
CRD 8326450 · Palm Beach Gardens, FL
At a glance
Lauren Bellomo is an investment adviser representative with Castle Island Wealth in Palm Beach Gardens, FL, according to the SEC’s Investment Adviser Public Disclosure records.
Current advisory firm
- Castle Island WealthSince September 2026Palm Beach Gardens, FL · $117M in regulatory assets
SEC adviser record
- Registered since
- 2026
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Lauren’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Castle Island Wealth
- Alexia McCluskeyPalm Beach Gardens
- Jack P. McCluskeyPalm Beach Gardens
- Kevin M. McCluskeyPalm Beach Gardens
- William T. UrquhartBoynton Beach
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