Investment adviser representative · Rise North Capital Investment Advisors
Lauren M. Fakonas
CRD 7458673 · Braintree, MA
At a glance
Lauren M. Fakonas is an investment adviser representative with Rise North Capital Investment Advisors in Braintree, MA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Lauren’s SEC record dates to 2022, about 4 years ago. Designations on file: Certified Financial Planner, Chartered Financial Consultant.
Current advisory firm
- Rise North Capital Investment AdvisorsSince July 2026Braintree, MA · $51M in regulatory assets
SEC adviser record
- Registered since
- 2022 (4 years)
- Designations
- Certified Financial Planner, Chartered Financial Consultant
- Exams
- Series 66
- 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
- 2 firmsLocked
- 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.
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