AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
CL

Christopher J. Lazaro

TANDEM PRIVATE WEALTH
Palo Alto, CA 94304
Some features on this profile are disabled
CRD#: 8188644
CL
Christopher Jorge LazaroTANDEM PRIVATE WEALTH

Professional summary

Christopher Jorge Lazaro is a registered financial advisor currently at TANDEM PRIVATE WEALTH, LLC located in Palo Alto, California.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Christopher has worked at 2 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

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) - RIA

Click below to view Christopher Jorge Lazaro'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

July 16, 2026 - Present

TANDEM PRIVATE WEALTH, LLC

Office #1: 1881 Page Mill Rd Ste 100, Palo Alto, CA 94304
RIA
CRD#: 342827
Palo Alto, CA
Past

December 22, 2025 - April 13, 2026

SKYVIEW PINNACLE

RIA
CRD#: 338282
APOLLO BEACH, FL

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
California
(7/16/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/26/2025
Uniform Investment Adviser Law Examination

Current Firm

TP
TANDEM PRIVATE WEALTH, LLC
TANDEM PRIVATE WEALTH, LLC

CRD#: 342827 / SEC#:

California
Registered Investment Advisory firm - (7/16/2026 Approved)
Loading...

Contact information

Main Address
1881 Page Mill Rd Suite 100, Palo Alto, CA 94304
Mailing Address
Phone number
(305) 878-2288
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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

TANDEM PRIVATE WEALTH, LLC

CRD#: 342827Palo Alto, CA 94304

TRUST BUT VERIFY

Monitor Christopher Lazaro

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Bugra Bakan
Bugra BakanAdvisorCheck Check Mark
OCCIDENTAL ASSET MANAGEMENT, LLC
IAR
BURLINGAME, CA
Ashkahn Moayedi
Ashkahn MoayediAdvisorCheck Check Mark
WELLS FARGO CLEARING SERVICES, LLC
IAR
RR
DANVILLE, CA
Ronald William Guay
Ronald GuayAdvisorCheck Check Mark
FALCON WEALTH PLANNING, INC.
IAR
San Jose, CA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.