Lazard Freres & Co LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
603
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 is classified in the data as an investment bank. Ownership is recorded as a mix of a domestic entity and individuals. The snapshot contains minimal detail on client types, fee arrangements, or specific advisory or business lines; the available fields for client base, fee structure and advisory activities are not populated. The firm’s profile indicates it does not function as a capital allocator and is not flagged as an active ESG investor. It is also shown not to be a multistate adviser, not newly formed, not a pension consultant and not a related adviser.

Investments & Alternatives

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 5
  • 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 598
  • Mark Anderson

    Mark Anderson

    CCOCRD 4769151

  • Kenneth Jacobs

    Kenneth Jacobs

    Senior AdvisorCRD 1005407

  • Jeffrey Rosen

    Jeffrey Rosen

    Managing DirectorCRD 404215

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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