Lazear Capital Securities, LLC

Broker-DealerFINRA MemberEst. 2019
Total AUM
Advisory reps
48
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 organized as a limited liability company and is registered with the SEC (registration year 2019). FINTRX classifies the firm as an investment bank rather than a capital allocator or traditional registered investment adviser. The profile lists the owner type as a combination of a domestic entity and individual ownership. The firm's FINTRX entry flags several negative attributes for advisory activity: it is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and is not flagged as a pension consultant or related adviser. Those datapoints suggest the entity operates primarily in investment-banking or broker-dealer capacities rather than running retail/advisory asset-management programs tracked by FINTRX.

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

    Stephen Burrill

    CEOCRD 7493492

Contacts

3 of 46
  • Jason DeWitt

    Jason DeWitt

    Managing DirectorCRD 7091588

  • Shawn Ely

    Shawn Ely

    Managing DirectorCRD 2706069

  • Ashley Sarokhan

    Ashley Sarokhan

    Managing DirectorCRD 5392329

Unlock 43 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
995 Yard St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth