The Frazer Lanier Company, Incorporated

Broker-DealerFINRA MemberEst. 1976
Total AUM
Advisory reps
13
Avg account
$0

Firm details

Headquarters
Montgomery, Alabama
CRD number
7089
Registered since
January 15, 1976

Firm profile

FINTRX

Overview

The Frazer Lanier Company, Incorporated is organized as a corporation and is classified by FINTRX as an investment bank. The firm is listed as having been SEC-registered in 1976 and is identified as privately owned by an individual. FINTRX does not flag the firm as a multi-state adviser or a capital allocator, and it is not characterized as an active ESG investor. Publicly available FINTRX fields for business and advisory activities are sparse, suggesting the firm's primary footprint is investment banking rather than traditional registered investment adviser wealth-management services. That classification, together with the absence of reported advisory programs in the FINTRX snapshot, implies its client-facing activities are likely centered on advisory or transaction work typical of investment banks rather than ongoing portfolio management.

Assets & Accounts

Investment profile

FINTRX

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

1 of 1
  • Susan Waldrop

    Susan Waldrop

    Chief Finance OfficerCRD 4104169

Contacts

3 of 12
  • David Langham

    David Langham

    Public Finance Investment BankingCRD 5816098

  • Samuel Stuckey

    Samuel Stuckey

    Vice ChairmanCRD 1501121

  • Amy Gainey

    Legal AssistantCRD 7689730

Unlock 9 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Montgomery, AL

Montgomery

Location

Montgomery, AL

Headquartered in Montgomery, AL, anchoring the Montgomery-Selma-Alexander City, AL metro in the South.

Metro area
Montgomery-Selma-Alexander City, AL
Region
South
County
Montgomery
Address
300 Water St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth