Anthony Lazzeri (CRD# 6200724) is an Investment Advisor Representative working at Touchstone Advisors Inc. in Cincinnati, OH and has over 10 years of experience in the finance industry.
CRD# 1210661
Cambridge Investment Research Advisors, Inc.
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 2076400
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Touchstone Securities | Cincinnati, OH | Dec 2021 - Current | 2 |
| Ifs Financial Services | Cincinnati, OH | Jun 2021 - Current | 2 |
| St. Columban Church | Loveland, OH | Aug 2009 - Current | 14 |
| Self Employed Musician | Cincinnati, OH | Oct 2000 - Current | 23 |
| W&sfg | Cincinnati, OH | Jun 2018 - Jun 2021 | 3 |
| Ohio State University | Columbus, OH | Aug 2016 - May 2018 | 1 |
| Nationwide Insurance | Columbus, OH | Jun 2017 - Aug 2017 | < 1 |
| Jp Morgan Chase | Cincinnati, OH | Sep 2007 - Aug 2016 | 8 |
| Cincinnati Musician's Union | Cincinnati, OH | May 2007 - Oct 2014 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2013 |
| S66 | NASAA Uniform Combined State Law Examination | May 2022 |
- OH
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Total Assets Under Management26,739MILLIONS
-
Total Number of Accounts39ACCOUNTS
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Average Account Value$685,613,580
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
- Selection of other advisers (including private fund managers)
OH
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