Lauren Squeglia has been an investment adviser representative at McLean Asset Management since February 2021, and is not listed among the firm’s executive officers or direct owners.
McLean Asset Management Corporation is a Tysons, VA firm with $994M under management, 512 clients and 17 advisers across 5 offices, as of its May 2026 filing.
Lauren Squeglia’s longest registration was 12 years at LPL Financial LLC (2008–2020). Before joining McLean Asset Management in 2021, Lauren Squeglia was registered through LPL Financial LLC.
- – present · 5 yearsBedford, NH · Adviser representative · Firm CRD 108067
- LPL Financial LLC– · 12 yearsNashua, NH · Adviser representative · Firm CRD 6413
Investment adviser representative registrations
Lauren Squeglia is registered as an investment adviser representative in New Hampshire, since February 2021.
- New HampshireSince 11 February 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 28 February 2008 |
| Series 7 | General Securities Representative Examination | 16 March 2007 |
| Series 63 | Uniform Securities Agent State Law Examination | 16 June 2006 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 24 April 2006 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Lauren E Squeglia
- CRD
- 5120829
- Firm
- McLean Asset Management · CRD 108067
- Office
- Bedford, NH
- Registration
- Investment adviser registration
- In the industry since
- August 2007
- Disciplinary history
- Not yet shown here · SEC record
Where does Lauren Squeglia work?
Lauren Squeglia is an investment adviser representative registered through McLean Asset Management Corporation since February 2021, and is not listed among the firm’s executive officers or direct owners.
Is Lauren Squeglia a financial advisor?
Yes. Lauren Squeglia has a current investment-adviser registration in New Hampshire, through McLean Asset Management since February 2021.
How many years of experience does Lauren Squeglia have?
Lauren Squeglia has 19 years in the financial industry, since August 2007, across 2 adviser firms.
What exams has Lauren Squeglia passed?
Lauren Squeglia has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 66. The earliest, the Series 6, was passed in April 2006. FINRA credited Lauren Squeglia with the SIE, which began in October 2018.
Where did Lauren Squeglia work before McLean Asset Management?
Before McLean Asset Management, Lauren Squeglia was registered through LPL Financial LLC, February 2008 to March 2020.
Where is Lauren Squeglia based?
Lauren Squeglia’s registered office is in Bedford, NH.
Is Lauren Squeglia registered with FINRA?
No. Lauren Squeglia has no current broker registration.
How can I verify Lauren Squeglia’s record?
Search CRD 5120829 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Lauren Squeglia’s full registration record.
