Lazard Freres & Co LLC

Broker-DealerFINRA MemberEst. 1938
Total AUM
—
Advisory reps
608
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 registered with the SEC; its registration dates back to 1938. The entity is classified in the snapshot data as an investment bank rather than a capital allocator or asset manager. The firm is not identified as an active ESG investor, a multi-state registered investment adviser, a pension consultant, or a related adviser in the provided record. Several typical adviser fields—client segments, fee structure and detailed advisory activities—are not populated in the record, which is consistent with a firm whose primary market-facing role is investment banking rather than retail or institutional asset management.

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

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 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

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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