Joseph
Lazazzero
Edelman Financial Engines
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About this Advisor
Joseph Lazazzero is a financial advisor based in Boston, Massachusetts, working with Edelman Financial Engines. Joseph has previously held positions at Financial Engines Advisors L.L.C and Littler Mendelson, Pc. Joseph has passed the Series 65 regulatory exam and is registered to provide services in Massachusetts. Currently, Joseph is part of Edelman Financial Engines, which operates out of Boston, Massachusetts. The firm has 149 offices and 1,578 employees. The firm manages assets totaling $270.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Edelman Financial Engines includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Edelman Financial Engines Brokerage Details
$270,770,414,647
1,578
1,561,555
$173,398
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Joseph Lazazzero Work History
Financial Engines Advisors L.L.C
Littler Mendelson, Pc
Disclosures
Please visit the SEC profile of Joseph Lazazzero 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 Edelman Financial Engines
Columbus, OH
Ashburn, VA
Los Angeles, CA
Phoenix, AZ
Spokane Valley, WA
Seal Beach, CA
Fort Worth, TX
Clifton Park, NY
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