Lauren Quesada
CastleKeep Investment Advisors · Westport, Connecticut
Lauren Quesada is a fee-only financial advisor at CastleKeep Investment Advisors in Westport, Connecticut. CastleKeep Investment Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Who they serve
- Ultra high net worth
Facts
| Firm | CastleKeep Investment Advisors |
|---|---|
| Based in | Westport, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $920.8M across 464 accounts |
| SEC registration | Investment adviser representative in CT · CRD 6155900 |
| Exams passed | Series 65 (2012) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.castlekeepadvisors.com |
| Profile |
How Lauren's firm compares
- CastleKeep Investment Advisors's average account is about $2.0 million, from its Form ADV (assets managed divided by 464 accounts).
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Questions about Lauren
Is Lauren Quesada a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lauren holds no broker registration, and CastleKeep Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lauren charge for financial advice?
Lauren's firm, CastleKeep Investment Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Lauren Quesada based?
Lauren Quesada is based in Westport, Connecticut.
Is Lauren Quesada registered with the SEC?
Yes. Lauren Quesada is registered as an investment adviser representative in CT (CRD 6155900), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does CastleKeep Investment Advisors manage?
CastleKeep Investment Advisors reports $920.8M across 464 accounts in assets under management.
How do I contact Lauren Quesada?
Through Lauren's website, www.castlekeepadvisors.com.
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
- CastleKeep Investment Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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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