Gil
Aikins

Lazari Capital Management, Inc

CRD#5157274
Investment Advisor
in Easton, CT

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About this Advisor

Gil Aikins is a financial advisor based in Easton, Connecticut, working with Lazari Capital Management, Inc. Gil has previously held positions at Enclave Capital LLC, Brasil Plural Securities LLC, Global Securities Consulting Group LLC, Kepler Capital Markets Inc, Innova Advisors LLC, Lyndhurst Securities, Inc/Lazari Capital Management, Inc, Bethel Landing Securities LLC, Aureana Capital Management LLC, Alcala Multi Family Office, Auerbach Grayson & Co., LLC, and Fivenca Asset Management. Gil has passed the Series 63, Series 66, and Series 65 regulatory exams and is registered to provide services in California. Currently, Gil is part of Lazari Capital Management, Inc, which operates out of Easton, Connecticut. The firm has 1 office and 8 employees. The firm manages assets totaling $471.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Lazari Capital Management, Inc includes asset-based, fixed, and performance-based fees.

Certifications and Registrations

Series 63, Series 66, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

Easton, CT

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Lazari Capital Management, Inc Brokerage Details

Total Assets Under Management

$471,149,663

CT Average: $7,578,581,321
Total Number of Employees

8

CT Average: 43
Total Number of Accounts

1,145

CT Average: 3,727
Average Account Size

$411,484

CT Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Gil Aikins Work History

2024 - Present (0 year)

Auerbach Grayson & Co., LLC

2023 - Present (1 year)

Innova Advisors LLC

2023 - Present (1 year)

Lyndhurst Securities, Inc/Lazari Capital Management, Inc

2023 - Present (1 year)

Bethel Landing Securities LLC

2023 - Present (1 year)

Alcala Multi Family Office

2023 - Present (1 year)

Fivenca Asset Management

2021 - Present (3 years)

Kepler Capital Markets Inc

2020 - Present (4 years)

Aureana Capital Management LLC

2011 - Present (13 years)

Global Securities Consulting Group LLC

2016 - 2023 (7 years)

Brasil Plural Securities LLC

2013 - 2014 (1 year)

Enclave Capital LLC

Disclosures

Please visit the SEC profile of Gil Aikins 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 Lazari Capital Management, Inc

Kristina Zimmerman
Canoga Park, CA
Gil Aikins
Easton, CT
James Koller
Glendale, CA
Rajiv Shah
Canoga Park, CA
Emily Johnson
Hilton Head, SC
Kirk Mekerdichian
Canoga Park, CA
Richard Plamondon
Canoga Park, CA
Edward Levi
Canoga Park, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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