Ari
Lazar
Rga Investment Advisors, LLC
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About this Advisor
Ari Lazar is a financial advisor based out of Great Neck, New York who has 4 years of relevant experience. Lazar is on the advisory team at Rga Investment Advisors, LLC. During their career, the advisor has held roles at Lincoln International, Stout Risius Ross, University Of Illinois, Rga Investment Advisors and None. Lazar has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Connecticut, Illinois, New Jersey, New York and Texas. Rga Investment Advisors, LLC is a registered investment company based out of Great Neck, NY. The company has just three financial advisors. It oversees $75 million in assets under management between its 226 client accounts, placing it among the smaller investment advisory firms in the country by assets under management. Of its 226 accounts, 29% are associated with high-net-worth clients who have greater than $1 million in investable assets. The firm offers a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees charged by financial advisors usually are based on which services are offered. Fee types charged by Rga Investment Advisors, LLC likely consist of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Rga Investment Advisors, LLC Brokerage Details
$74,868,049
3
226
$331,275
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Ari Lazar Work History
Ari has been registered as a financial advisor for 4 years.*
Rga Investment Advisors
None
Lincoln International
Stout Risius Ross
University Of Illinois
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ari Lazar to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Rga Investment Advisors, LLC
Great Neck, NY
Stamford, CT
Great Neck, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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