LAZEAR CAPITAL SECURITIES, LLC

Broker-DealerFINRA MemberEst. 2019
Total AUM
Advisory reps
47
Avg account
$0

Firm details

Headquarters
COLUMBUS, Ohio
CRD number
298578
Registered since
May 2, 2019

Firm profile

FINTRX

Overview

Lazear Capital Securities, LLC is a limited liability company registered with the SEC in 2019 and is classified as an investment bank. The firm is identified as a domestic entity with individual ownership. Public information does not disclose the firm’s client base, fee schedule, or detailed business and advisory activities. The snapshot indicates the firm does not act as a capital allocator and is not an active ESG investor. The firm’s regulatory snapshot also notes it is not designated as a multi-state adviser, not newly formed for advisory purposes, and not a pension consultant or related adviser. Those attributes, combined with the investment-bank classification, suggest the organization’s activities are focused more on broker-dealer or capital markets roles than on managing third-party AUM, although specific services are not provided in the file.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • ANN GRIFFITH

    Chief Compliance OfficerCRD 2936554

  • Stephen Burrill

    CEOCRD 7493492

Contacts

3 of 45
  • Jason DeWitt

    Managing DirectorCRD 7091588

  • SHAWN ELY

    Managing DirectorCRD 2706069

  • ASHLEY SAROKHAN

    Managing DirectorCRD 5392329

Unlock 42 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

COLUMBUS, OH

FRANKLIN

Location

COLUMBUS, OH

Headquartered in COLUMBUS, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.

Metro area
Columbus-Marion-Zanesville, OH
Region
Midwest
County
FRANKLIN
Address
401 N Front St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth