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 organized as a limited liability company and is classified as an investment bank. The firm registered with the SEC in 2019 and is owned by a combination of a domestic entity and an individual. Public reporting identifies the organization as not serving as a capital allocator and not positioning itself as an active ESG investor. Several advisory-related fields are blank in the source data, which suggests the firm does not present itself as a traditional registered investment adviser focused on discretionary asset management or multi-state advisory services. Regulatory and profile fields also indicate the firm is not a pension consultant and is not listed as a related adviser to another entity. There is no descriptive material provided about specific business lines, transaction specialties, or client segments in the available dataset.

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 47
  • Stephen Arnold

    Stephen Arnold

    Managing DirectorCRD 5903210

  • Daniel Beaton

    Daniel Beaton

    FinOpCRD 4240769

  • Shawn Ely

    Shawn Ely

    Managing DirectorCRD 2706069

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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