Brandon M. Anderson

LAZARD ASSET MANAGEMENT LLC

New York, NY 10112

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CRD#: 5741458

Professional summary

Brandon M Anderson is a registered financial advisor currently at LAZARD ASSET MANAGEMENT LLC located in New York, New York.

Brandon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Brandon has worked at 6 firms and has passed the Series 63, Series 66, Series 31, Series 6TO, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

(1) Beaumont Capital Management; Canton, MA 02021; Sales Coverage, Solicitation of New Business 40 hours per week; 35 hours per month during trading day; Salary; Investment Related (2) 3/2021 Ceros Financial Services, Inc.; Registered Representative/Independent Contractor; Investment Related Rockville, Maryland; Broker Dealer; 168 hrs per month, 136.5 hrs per mo during trading hrs, Provide customer service support to customers by answering questions about products or services offered by the company. Identify potential clients within an assigned territory who could use the products or plans being offered by the company. Present products or plans to potential clients in order to attract new business or increase sales of existing products or plans. Conduct market research to identify potential clients within an assigned territory.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brandon M Anderson's CRS (Customer Relationship Summary).

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

July 2, 2025 - Present

LAZARD ASSET MANAGEMENT LLC

Office #1: 30 Rockefeller Plaza, New York, NY 10112

RIA

CRD#: 122836

New York, NY

Past

April 23, 2021 - May 28, 2024

CEROS FINANCIAL SERVICES, INC.

CRD#: 37869

ROCKVILLE, MD

Past

January 30, 2020 - July 7, 2025

ALGORITHMIC INVESTMENT MODELS

RIA

CRD#: 306354

Canton, MA

Past

April 4, 2017 - December 31, 2019

BEAUMONT FINANCIAL PARTNERS LLC

RIA

CRD#: 108345

NEEDHAM, MA

Past

February 15, 2011 - January 3, 2017

AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC.

RIA

CRD#: 138756

BOSTON, MA

Past

April 8, 2010 - January 3, 2017

AMUNDI DISTRIBUTOR US, INC.

CRD#: 24497

BOSTON, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LAZARD ASSET MANAGEMENT LLC

CRD#: 122836 / SEC#: 801-61701

RIA

Registered Investment Advisory firm - (12/31/2002 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(7/2/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 4/2/2021

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 2/10/2011

Uniform Combined State Law Examination

General Industry/Product Exam

Series 31

Date: 10/24/2025

Futures Managed Funds Examination

General Industry/Product Exam

Series 6TO

Date: 4/23/2021

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 4/16/2021

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/1/2010

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 4/7/2010

Investment Company Products/Variable Contracts Representative Examination

Current Firm

LAZARD ASSET MANAGEMENT LLC

CRD#: 122836 / SEC#: 801-61701

RIA

Registered Investment Advisory firm - (12/31/2002 Approved)

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Contact information

Main Address

30 Rockefeller Plaza, New York, NY 10112

Mailing Address

Phone number

(212) 632-6000

Established

Firm type

Fiscal year end

# of Employees

507

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LAZARD FAMILY OFFICE PARTNERS (3/27/2025)

FORM ADV PART 2A (3/27/2025)

Regulatory assets under management

Total Number of Accounts	5,668
AUM (Assets Under Management)	$ 128,878,312,897

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/27/2025	Cover Page	Report
11/26/2024	Cover Page	Report
09/26/2023	Cover Page	Report
11/22/2022	Cover Page	Report

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.

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Firm Stability Insights

Brandon M. Anderson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brandon M Anderson's CRS (Customer Relationship Summary).

Certified licenses

Experience

CEROS FINANCIAL SERVICES, INC.

ALGORITHMIC INVESTMENT MODELS

BEAUMONT FINANCIAL PARTNERS LLC

AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC.

AMUNDI DISTRIBUTOR US, INC.

Primary Firm SEC Registration

LAZARD ASSET MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 4/2/2021

Series 66

Date: 2/10/2011

Series 31

Date: 10/24/2025

Series 6TO

Date: 4/23/2021

SIE

Date: 4/16/2021

Series 7

Date: 10/1/2010

Series 6

Date: 4/7/2010

Current Firm

LAZARD ASSET MANAGEMENT LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

LAZARD ASSET MANAGEMENT LLC

TRUST BUT VERIFY

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