Laura Smith Alspaugh
Investment Adviser Representative at Kaleel Investment Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Laura Smith Alspaugh is an investment adviser representative with Kaleel Investment Advisors, LLC in Boston, MA, where they have been registered since 2017. They have worked in the securities industry since 2016 and have been registered with 3 firms, including Osaic Wealth, Inc. and Osaic FS, Inc. They have passed 3 industry qualification exams, including the Series 7 (general securities representative) and Series 63 (state securities agent). They are registered to provide investment advice in Massachusetts.
Registrations & licenses
- Investment adviser:
- Massachusetts
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Lincoln Financial Securities CorporationOct 2016 – Jan 2025Boston, MA
- The Kaleel Company, IncOct 2016 – no end date reportedBoston, MA
- Kaleel Investment Advisors, LLCDec 2017 – May 2026Boston, MA
- Osaic Wealth, Inc.Jan 2025 – May 2026Boston, MA
- FartherMay 2026 – no end date reportedBoston, MA
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Kaleel Investment Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Firm account minimum
- $1,000,000
- $0 - $999,9991.50%
- $1,000,000 to $1,499,9991.25%
- $1,500,000 to $9,999,9991.00%
- $10,000,000 to $14,999,9990.90%
+2 more tiers
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
Similar advisors in Boston, MA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Laura Smith Alspaugh has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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