Lazard Asset Management LLC

Lazard Asset Management LLC (CRD# 122836) is a financial advisory firm headquartered in New York, NY. They manage $125,546,351,389 in 13,209 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    125,546
    MILLION
  • Total Number of Accounts
    13,209
    ACCOUNTS
  • Average Account Value
    $9,504,607
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Lazard Asset Management LLC
Showing 1 - 10 of 10 top financial advisors.
1
James Boothby
CRD#: 5208666
30 Rockefeller Plaza, 55th Floor, New York, NY 10112
93
Wealthminder
score

James Boothby (CRD# 5208666) is an Investment Advisor Representative working at Lazard Asset Management LLC in New York, NY and has over 9 years of experience in the finance industry.

2
Kenneth R. Colton
CRD#: 1283647
30 Rockefeller Plaza, New York, NY 10020
93
Wealthminder
score

Kenneth Colton (CRD# 1283647) is an Investment Advisor Representative working at Lazard Asset Management LLC in New York, NY and has over 31 years of experience in the finance industry.

3
Craig W. Dexheimer
CRD#: 1063722
30 Rockefeller Plaza, New York, NY 10020
93
Wealthminder
score

Craig Dexheimer (CRD# 1063722) is an Investment Advisor Representative working at Lazard Asset Management LLC in New York, NY and has over 28 years of experience in the finance industry.

4
James F. Harmon
CRD#: 2502429
30 Rockefeller Plaza, New York, NY 10020
93
Wealthminder
score

James Harmon (CRD# 2502429) is an Investment Advisor Representative working at Lazard Asset Management LLC in New York, NY and has over 22 years of experience in the finance industry.

5
Alexis G. Montoya
CRD#: 2664061
30 Rockefeller Plaza, 55th Floor, New York, NY 10112
93
Wealthminder
score

Alexis Montoya (CRD# 2664061) is an Investment Advisor Representative working at Lazard Asset Management LLC in New York, NY and has over 20 years of experience in the finance industry.

6
Tim L. Otterman
CRD#: 1488955
30 Rockefeller Plaza, New York, NY 10020
93
Wealthminder
score

Tim Otterman (CRD# 1488955) is an Investment Advisor Representative working at Lazard Asset Management LLC in New York, NY and has over 30 years of experience in the finance industry.

7
James C. Schachtel
CRD#: 2782354
30 Rockefeller Plaza, New York, NY 10020
93
Wealthminder
score

James Schachtel (CRD# 2782354) is an Investment Advisor Representative working at Lazard Asset Management LLC in New York, NY and has over 20 years of experience in the finance industry.

8
Christopher M. Sego
CRD#: 4142754
30 Rockefeller Plaza, 55th Floor, New York, NY 10112
93
Wealthminder
score

Christopher Sego (CRD# 4142754) is an Investment Advisor Representative working at Lazard Asset Management LLC in New York, NY and has over 15 years of experience in the finance industry.

9
Frank G. Sposato
CRD#: 2955018
30 Rockefeller Plaza, New York, NY 10020
93
Wealthminder
score

Frank Sposato (CRD# 2955018) is an Investment Advisor Representative working at Lazard Asset Management LLC in New York, NY and has over 18 years of experience in the finance industry.

10
Craig W. Straub
CRD#: 1998970
30 Rockefeller Plaza, New York, NY 10020
93
Wealthminder
score

Craig Straub (CRD# 1998970) is an Investment Advisor Representative working at Lazard Asset Management LLC in New York, NY and has over 19 years of experience in the finance industry.

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