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JD

Juan C. De Angulo

LAZARD FRERES & CO.
SAN FRANCISCO, CA 94111
Some features on this profile are disabled
CRD#: 6514936
JD
Juan Camilo De AnguloLAZARD FRERES & CO.

Professional summary

Juan Camilo De Angulo, who also goes by Juan Camilo De Angulo Restrepo, Juan De Angulo Restrepo, Juan Camilo Deangulo, Juan Camilo Deangulorestrepo, is a registered financial professional currently at LAZARD FRERES & CO. LLC located in San Francisco, California.

Juan is registered as a RR (Registered Representative) and started their career in finance in 2025. Juan has worked at 2 firms and has passed the Series 7TO, Series 79TO and SIE exams.

Aliases

Juan Camilo De Angulo Restrepo | Juan De Angulo Restrepo | Juan Camilo Deangulo | Juan Camilo Deangulorestrepo

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 Juan Camilo De Angulo'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

June 23, 2026 - Present

LAZARD FRERES & CO. LLC

Office #1: 4 Embarcadero Center Floor 24, San Francisco, CA 94111
BD
CRD#: 2528
SAN FRANCISCO, CA
Past

July 21, 2025 - July 14, 2026

MOELIS & COMPANY LLC

BD
CRD#: 145115
SAN FRANCISCO, CA

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

General Industry/Product Exam
RR
Series 7TO
Date: 8/11/2025
General Securities Representative Examination
General Industry/Product Exam
RR
Series 79TO
Date: 7/19/2025
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 5/20/2025
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

LF
LAZARD FRERES & CO. LLC
LAZARD ASSET MANAGEMENT | LAZARD FRERES & CO. LLC | LAZARD FRERES & CO.

CRD#: 2528 / SEC#: , 8-2595

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information

Main Address
30 Rockefeller Plaza, New York, NY 10020-5900
Mailing Address
30 Rockefeller Plaza, New York, NY 10020-5900
Phone number
(212) 632-6000
Established
New York since 05/01/1995
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (52 States and Territories)

Documents

Direct owners and executive officers

NamePositionCRD#
LAZARD GROUP LLCSOLE MEMBER
ANDERSON, MARK RICHARDCCO4769151
BERNHARD, JASON RUGGLESCEO1883841
WEBER, THOMAS JOSEPHCFO4854554

Disclosures

Regulatory Event14
Civil Event2

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Company Information

LAZARD FRERES & CO. LLC

CRD#: 2528San Francisco, CA 94111

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