Lazard Freres & Co LLC

Broker-DealerFINRA MemberEst. 1938
Total AUM
Advisory reps
607
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
2528
Registered since
February 14, 1938

Firm profile

FINTRX

Overview

Lazard Freres & Co LLC is organized as a limited liability company and has been SEC-registered since 1938. Public records classify the firm as an investment bank rather than a traditional registered investment adviser, and available data does not list it as a capital allocator. The firm is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser under the provided snapshot. Ownership is reported as a combination of domestic entities and individuals. The firm has not supplied detail about its client mix, fee structure, advisory services, or day-to-day business activities in the source material, which limits visibility into any retail or institutional wealth management functions.

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • Jason Bernhard

    Jason Bernhard

    Vice Chairman, Chief Operating Officer Financial AdvisorCRD 1883841

  • Ronald Temple

    Ronald Temple

    Chief Market StrategistCRD 4385086

  • Thomas Weber

    Thomas Weber

    CFOCRD 4854554

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Contacts

3 of 603
  • Mark Anderson

    Mark Anderson

    CCOCRD 4769151

  • Kenneth Jacobs

    Kenneth Jacobs

    Senior AdvisorCRD 1005407

  • Jason New

    Jason New

    Vice Chairman, Managing DirectorCRD 4076232

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
30 Rockefeller Plz
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth