Laura Sweezey
Laguna Investment Services · Pembroke, Massachusetts
Laura Sweezey is a fee-only financial advisor at Laguna Investment Services in Pembroke, Massachusetts, who holds the CFP credential. Laguna Investment Services reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Laguna Investment Services |
|---|---|
| Based in | Pembroke, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $2.5M across 19 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, MA · CRD 1806165 |
| Exams passed | Series 63 (1988) · Series 65 (1996) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Profile |
How Laura's firm compares
- Laguna Investment Services's average account is about $130,000, from its Form ADV (assets managed divided by 19 accounts).
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Questions about Laura
Is Laura Sweezey a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Laura holds no broker registration, and Laguna Investment Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Laura charge for financial advice?
Laura's firm, Laguna Investment Services, reports charging a percentage of assets on its SEC Form ADV.
Where is Laura Sweezey based?
Laura Sweezey is based in Pembroke, Massachusetts.
What credentials does Laura Sweezey hold?
Laura Sweezey holds the CFP credential.
Is Laura Sweezey registered with the SEC?
Yes. Laura Sweezey is registered as an investment adviser representative in CA and MA (CRD 1806165), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Laguna Investment Services manage?
Laguna Investment Services reports $2.5M across 19 accounts in assets under management.
How do I contact Laura Sweezey?
Contact details aren't on file yet. Search for Laguna Investment Services.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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