Investment adviser representative · The Real Wealth Coterie
Lazetta R. Braxton
CRD 5381045 · New Haven, CT
At a glance
Lazetta R. Braxton is an investment adviser representative with The Real Wealth Coterie in New Haven, CT, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Lazetta’s SEC record dates to 2008, about 18 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- The Real Wealth CoterieSince June 2024New Haven, CT · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2008 (18 years)
- Designations
- Certified Financial Planner
- Exams
- –
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Lazetta’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.