Lazear Capital Securities, LLC

Broker-DealerFINRA MemberEst. 2019
Total AUM
Advisory reps
49
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 that is classified as an investment bank and has been SEC-registered since 2019. Ownership is listed as a domestic entity and individual. The firm does not identify itself as a capital allocator and is not listed as an active ESG investor. It is not designated as a multi-state adviser, a pension consultant, or a related adviser in the available snapshot.

Assets & Accounts

Investments & Alternatives

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 47
  • Stephen Arnold

    Stephen Arnold

    AdvisorCRD 5903210

  • Daniel Beaton

    Daniel Beaton

    FinOpCRD 4240769

  • Shawn Ely

    Shawn Ely

    Managing DirectorCRD 2706069

Unlock 44 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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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