William MorinCRD Number: 6941251
Current Firm: Lazard Asset Management LLC
William Morin (CRD# 6941251) is an Investment Advisor Representative working at Lazard Asset Management LLC in New York, NY and has over 3 years of experience in the finance industry.
Financial Life Focus, LLC
Park Avenue Securities LLC
|Lazard Asset Management LLC||New York, NY||Apr 2021 - Current||1|
|Lazard Asset Management Securities LLC||New York, NY||Apr 2021 - Current||1|
|Citigroup||390 Greenwich Street, NY||Jul 2019 - Apr 2021||1|
|Rbc Capital Markets||Chevy Chase, MD||Aug 2018 - May 2019||< 1|
|University Of Maryland||College Park, MD||Aug 2015 - May 2019||3|
|Morris Hills High School||Rockaway, NJ||Sep 2011 - Jun 2015||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2019|
Total Assets Under Management177,175MILLIONS
Total Number of Accounts7,453ACCOUNTS
Average Account Value$23,772,266
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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