Lauris Lambergs has been Managing Member / Principal / Chief Compliance Officer of Renaissance Wealth Advisors since December 2018, is a control person of the firm and directly owns between 50% and 75% of it. Lauris Lambergs holds a Degree in French and Political Science from Duke University.
Renaissance Wealth Advisors, LLC is a Newton, MA firm with $110M under management, 93 clients and 2 advisers in one office, as of its April 2026 filing.
Lauris Lambergs is Co-founder and Chief Investment Officer of Renaissance Wealth Advisors, based in Newton, Massachusetts. He has more than 25 years of global professional experience in institutional investing, business management and family wealth facilitation, and works with cross-border families. He is Co-President of the Latvian American Chamber of Commerce and Vice Chair of the Board of the Investments and Wealth Institute.
Lauris Lambergs’ longest registration is the current one, 7 years at Renaissance Wealth Advisors since 2019. Before joining Renaissance Wealth Advisors in 2019, Lauris Lambergs was registered through Fieldstone Financial Management Group, LLC and Raylor Investments LLC.
- – present · 7 yearsNewton, MA · Adviser representative · Firm CRD 300007
- Fieldstone Financial Management Group, LLC– · under a yearFoxboro, MA · Adviser representative · Firm CRD 112296
- Raylor Investments LLC– · 6 yearsGreenwich, CT · Adviser representative · Firm CRD 139675
- Strategic Point Investment Advisors LLC– · under a yearProvidence, RI · Adviser representative · Firm CRD 124636
Professional designations
Listed by Renaissance Wealth Advisors
- Certified Investment Management Analyst (CIMA®)
Investment adviser representative registrations
Lauris Lambergs is registered as an investment adviser representative in Massachusetts, since February 2019.
- MassachusettsSince 13 February 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 3 | National Commodity Futures Examination | 12 September 2011 |
| Series 65 | Uniform Investment Adviser Law Examination | 24 February 2009 |
| Series 63 | Uniform Securities Agent State Law Examination | 3 September 1999 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 26 August 1999 |
- Name
- National Commodity Futures Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Lauris Stefans Lambergs
- CRD
- 4001420
- Firm
- Renaissance Wealth Advisors · CRD 300007
- Role
- Managing Member / Principal / Chief Compliance Officer
- Office
- 275 GROVE STREET, SUITE 2-400, Newton, MA 02466
- Registration
- Investment adviser registration
- In the industry since
- May 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- rw-advisors.com
Where does Lauris Lambergs work?
Lauris Lambergs has been Managing Member / Principal / Chief Compliance Officer of Renaissance Wealth Advisors, LLC since December 2018, and is a control person of the firm.
Is Lauris Lambergs a financial advisor?
Yes. Lauris Lambergs has a current investment-adviser registration in Massachusetts, through Renaissance Wealth Advisors since February 2019.
How many years of experience does Lauris Lambergs have?
Lauris Lambergs has 15 years in the financial industry, since May 2011, across 4 adviser firms.
What exams has Lauris Lambergs passed?
Lauris Lambergs has passed 4 licensing exams: the Series 6, Series 63, Series 65 and Series 3. The earliest, the Series 6, was passed in August 1999.
Where did Lauris Lambergs work before Renaissance Wealth Advisors?
Before Renaissance Wealth Advisors, Lauris Lambergs was registered through Fieldstone Financial Management Group, LLC, February 2018 to January 2019; Raylor Investments LLC, September 2011 to November 2017; Strategic Point Investment Advisors LLC, February 2009 to November 2009.
Where is Lauris Lambergs based?
Lauris Lambergs’ registered office is in Newton, MA.
Is Lauris Lambergs registered with FINRA?
No. Lauris Lambergs has no current broker registration.
How can I verify Lauris Lambergs’ record?
Search CRD 4001420 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Lauris Lambergs’ full registration record.