William Morin, financial advisor New York NY

William Morin

CRD 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.

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Origin Financial
Company Name Location Dates Years
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
Contact Info for William Morin
Phone Number: 212-632-6000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    177,175
    MILLIONS
  • Total Number of Accounts
    7,453
    ACCOUNTS
  • Average Account Value
    $23,772,266
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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