Financial advisor
Michelle Lauder
Now at LPL Financial · McCormick Private Wealth · Bedford, NH
Registered as MICHELLE LYNN LAUDER
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| McCormick Private Wealth | Steward Partners | LPL Financial | Lateral | June 30, 2026 | $340M |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| LPL FINANCIAL LLC | Investment adviser | June 23, 2026 | Current |
| LPL FINANCIAL LLC | Broker-dealer | June 23, 2026 | Current |
| STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC | Broker-dealer | May 27, 2022 | June 29, 2026 |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | Investment adviser | May 7, 2018 | June 29, 2026 |
| RAYMOND JAMES FINANCIAL SERVICES, INC. | Broker-dealer | May 3, 2018 | May 27, 2022 |
| WELLS FARGO CLEARING SERVICES, LLC | Investment adviser | October 1, 2014 | May 8, 2018 |
| WELLS FARGO CLEARING SERVICES, LLC | Broker-dealer | October 1, 2014 | May 8, 2018 |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Investment adviser | April 22, 2014 | September 22, 2014 |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Broker-dealer | April 22, 2014 | September 22, 2014 |
| WELLS FARGO ADVISORS, LLC | Investment adviser | November 11, 2008 | March 24, 2014 |
| WELLS FARGO ADVISORS, LLC | Broker-dealer | September 19, 2006 | March 24, 2014 |
| BEAR, STEARNS & CO. INC. | Broker-dealer | May 9, 2001 | July 27, 2006 |
| CIBC WORLD MARKETS CORP. | Broker-dealer | November 7, 2000 | May 1, 2001 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.