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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)18 years in industry

LAUREN BOYCE

Advisor at SCHWAB WEALTH ADVISORY, INC.

Malvern, PA

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Search this name across graphsid dfx:ria:00b0311e-434f-7a51-d075-7f9fa0bc3aa8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Sep 16, 2008 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SCHWAB WEALTH ADVISORY, INC.
Current firm class: no raum reportedderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 15, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Sep 15, 2008
First registration: Sep 16, 2008
Dual registered: yes, broker-dealer
Other names: LAUREN BOYCE|LAUREN M BOYCE|LAUREN MICHELLE BOYCE
IAPD individual key: 5553478

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SCHWAB WEALTH ADVISORY, INC.	No RAUM reported	Dec 15, 2025	n/a	yes	Malvern, PA	Current employment
BNY MELLON ADVISORS, INC.	Bank affiliated wealth	Nov 10, 2021	Nov 26, 2024	no	NEW YORK, NY\|Malvern, PA	Previous registration
VANGUARD ADVISERS, INC.	Bd affiliated wealth	Jan 3, 2017	Nov 2, 2021	no	MALVERN, PA	Previous registration
VANGUARD ADVISERS, INC.	Bd affiliated wealth	Sep 22, 2014	Dec 27, 2016	no	MALVERN, PA	Previous registration
BNY MELLON ADVISORS, INC.	Bank affiliated wealth	Oct 13, 2009	Aug 25, 2014	no	NEW YORK, NY	Previous registration
MORGAN STANLEY & CO. LLC	n/a	Sep 16, 2008	Jan 9, 2009	no	PHILADELPHIA, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BNY MELLON ADVISORS, INC.	SCHWAB WEALTH ADVISORY, INC.	Nov 26, 2024	Dec 15, 2025	384	Firm change	Other
VANGUARD ADVISERS, INC.	BNY MELLON ADVISORS, INC.	Nov 2, 2021	Nov 10, 2021	8	Firm change	Ibd to RIA
BNY MELLON ADVISORS, INC.	VANGUARD ADVISERS, INC.	Aug 25, 2014	Sep 22, 2014	28	Firm change	Other
MORGAN STANLEY & CO. LLC	BNY MELLON ADVISORS, INC.	Jan 9, 2009	Oct 13, 2009	277	Firm change	Other

Relationships

Registered with (4)

→ SCHWAB WEALTH ADVISORY, INC.Registered adviserregistration: current employment
Dec 15, 2025 to presentfactForm ADV
→ BNY MELLON ADVISORS, INC.Registered adviserregistration: previous registration
Nov 10, 2021 to Nov 26, 2024factForm ADV
→ VANGUARD ADVISERS, INC.Registered adviserregistration: previous registration
Jan 3, 2017 to Nov 2, 2021factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
Sep 16, 2008 to Jan 9, 2009factForm ADV

Dated events

Occurred
Nov 26, 2024
Advisor changed firm
Lauren Boyce left Bny Mellon Advisors, Inc. for Schwab Wealth Advisory, Inc. (registered 2025-12-15)
Form ADVobserved 6 days ago