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DL

David S. Lazarus

EASTDIL SECURED ADVISORS LLC
New York, NY 10019
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CRD#: 2936735
DL

Professional summary


David Scott Lazarus is a registered financial professional currently at EASTDIL SECURED ADVISORS LLC located in New York, New York.

David is registered as a RR (Registered Representative) and started their career in finance in 1997. David has worked at 7 firms and has passed the Series 63, Series 79TO, Series 99TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view David Scott Lazarus's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

October 1, 2019 - Present

EASTDIL SECURED ADVISORS LLC

Office #1: 40 West 57th Street 23rd Floor, New York, NY 10019
BD
CRD#: 304434
New York, NY
Past

August 11, 2011 - October 1, 2019

WELLS FARGO SECURITIES, LLC

BD
CRD#: 126292
NEW YORK, NY
Past

September 2, 2010 - July 29, 2011

EDGEROCK BD LLC

BD
CRD#: 151352
NEW YORK, NY
Past

November 23, 2009 - September 30, 2010

FTI CAPITAL ADVISORS, LLC

BD
CRD#: 123434
WASHINGTON, DC
Past

July 27, 2009 - October 1, 2010

CPIBD LLC

BD
CRD#: 46049
NEW YORK, NY
Past

September 22, 2008 - May 13, 2009

BARCLAYS CAPITAL INC.

BD
CRD#: 19714
NEW YORK, NY
Past

July 29, 2005 - September 22, 2008

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

September 22, 1997 - March 8, 2005

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(11/18/2019)
RR
Alaska
(1/30/2020)
RR
Arizona
(1/1/2020)
RR
Arkansas
(1/23/2020)
RR
California
(10/1/2019)
RR
Colorado
(10/31/2019)
RR
Connecticut
(1/23/2020)
RR
Delaware
(10/11/2019)
RR
District of Columbia
(10/2/2019)
RR
Florida
(3/18/2020)
RR
Georgia
(9/8/2020)
RR
Hawaii
(2/5/2020)
RR
Idaho
(10/2/2019)
RR
Illinois
(3/10/2020)
RR
Indiana
(1/10/2020)
RR
Iowa
(10/2/2019)
RR
Kansas
(11/26/2019)
RR
Kentucky
(10/7/2019)
RR
Louisiana
(10/7/2019)
RR
Maine
(10/24/2019)
RR
Maryland
(10/21/2019)
RR
Massachusetts
(2/7/2020)
RR
Michigan
(11/5/2019)
RR
Minnesota
(12/3/2019)
RR
Mississippi
(10/2/2019)
RR
Missouri
(2/11/2020)
RR
Montana
(11/21/2019)
RR
Nebraska
(2/3/2020)
RR
Nevada
(10/3/2019)
RR
New Hampshire
(1/23/2020)
RR
New Jersey
(1/22/2020)
RR
New Mexico
(11/15/2019)
RR
New York
(10/3/2019)
RR
North Carolina
(10/18/2019)
RR
North Dakota
(10/16/2019)
RR
Ohio
(10/15/2019)
RR
Oklahoma
(10/4/2019)
RR
Oregon
(10/25/2019)
RR
Pennsylvania
(10/7/2019)
RR
Rhode Island
(10/7/2019)
RR
South Carolina
(11/20/2019)
RR
South Dakota
(10/2/2019)
RR
Tennessee
(11/10/2020)
RR
Texas
(12/23/2019)
RR
Utah
(10/3/2019)
RR
Vermont
(10/29/2019)
RR
Virginia
(1/28/2020)
RR
Washington
(10/14/2019)
RR
West Virginia
(1/16/2020)
RR
Wisconsin
(10/21/2019)
RR
Wyoming
(2/18/2020)

Exams


State Security Law Exam
RR
Series 63
Date: 9/18/2009
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


ES
EASTDIL SECURED ADVISORS LLC
EASTDIL SECURED ADVISORS LLC

CRD#: 304434 / SEC#: , 8-70367

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information


Main Address
100 Wilshire Blvd Suite 1500, Santa Monica, CA 90401
Mailing Address
100 Wilshire Blvd Suite 1500, Santa Monica, CA 90401
Phone number
(310) 526-9000
Established
Delaware since 05/23/2019
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
EASTDIL SECURED ADVISORS HOLDINGS LTD.SOLE MEMBER
BONINA, CAROLE ANGELACCO/PRINCIPAL2993602
PORTNOFF, DAVID ROSSFINOP/PFO/POO2977967
VAN KONYNENBURG, DERK MICHAELPRESIDENT/PRINCIPAL1487741

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


EASTDIL SECURED ADVISORS LLC

CRD#: 304434New York, NY 10019

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