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CRD#: 298578
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

LAZEAR CAPITAL SECURITIES, LLC is located at 401 N. Front Street Suite 250, Columbus, OH 43215 and was first established at Chicago, Ohio in 07/17/2018. After operating for 7 years, LAZEAR CAPITAL SECURITIES, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of LAZEAR CAPITAL SECURITIES, LLC’s clients are individuals and 0% of their clients are high net worth individuals. LAZEAR CAPITAL SECURITIES, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at LAZEAR CAPITAL SECURITIES, LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access LAZEAR CAPITAL SECURITIES, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at LAZEAR CAPITAL SECURITIES, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for LAZEAR CAPITAL SECURITIES, LLC Comes From

Understanding the Statistics for LAZEAR CAPITAL SECURITIES, LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
401 N. Front Street Suite 250, Columbus, OH 43215
Mailing Address
401 N. Front Street Suite 250, Columbus, OH 43215
Firm Size
Small
Phone Number
(614) 832-8410
Established
Ohio since 07/17/2018
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS


DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
BCL HOLDING CORPORATIONOWNER
MRM HOLDINGS, INC.OWNER
SANDOVER CAPITAL, LTD.OWNER
BEATON, DANIEL STEWARTFINOP, PFO, POO4240769
GRIFFITH, ANN MARGARETCHIEF COMPLIANCE OFFICER2936554
PAZARENTZOS, DEMETRIOS ELIASCEO AND DESIGNATED PRINCIPAL7582856

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Advisor's working at LAZEAR CAPITAL SECURITIES, LLC

SD

Steven Paul Deis

Steve Paul Deis, Steven Paul Dels
RR
CRD#: 2222405
Location:
Columbus, OH 43215
Company:
LAZEAR CAPITAL SECURITIES, LLC
Disclosures:
Experience:
33 years
View Profile
AS

Ashley Helen Sarokhan

Ashley Helen Kehres, Ashley Kehres
RR
CRD#: 5392329
Location:
Columbus, OH 43215
Company:
LAZEAR CAPITAL SECURITIES, LLC
Disclosures:
Experience:
1 year
View Profile
LH

Luke Andrew Hartline

RR
CRD#: 7735667
Location:
Columbus, OH 43215
Company:
LAZEAR CAPITAL SECURITIES, LLC
Disclosures:
Experience:
1 year
View Profile
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