Investment adviser representative · Opal Capital LLC
Lauren M. Harmon
CRD 5536925 · Boca Raton, FL
At a glance
Lauren M. Harmon is an investment adviser representative with Opal Capital LLC in Boca Raton, FL, according to the SEC’s Investment Adviser Public Disclosure records. Designations on file: Chartered Financial Analyst.
Current advisory firm
- Opal Capital LLCSince March 2026Boca Raton, FL · $348M in regulatory assets
SEC adviser record
- Registered since
- 2026
- Designations
- Chartered Financial Analyst
- Exams
- –
- 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 Opal Capital LLC
- Alan Graff Jr.Boca Raton
- Austin M. GraffBoca Raton · Chartered Financial Analyst
- Manav J. ShahBoca Raton · Chartered Financial Analyst
- Yang LiuBethesda · Chartered Financial Analyst
- Wayne A. WickerMcLean · Chartered Financial Analyst
Every advisor at Opal Capital LLC →Opal Capital LLC: assets, clients and custodians →Financial advisors in Boca Raton, FL →Every Opal Capital LLC advisor in Boca Raton →Advisor Moves: who changed firms this week →