Adam
Lazarus

Integrity Advisory Partners LLC

CRD#4827191
Investment Advisor
in New York, NY

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About this Advisor

Adam Lazarus is a financial advisor based in New York, New York, working with Integrity Advisory Partners LLC. Adam has previously held positions at Integrity Advisory Partners LLC and Integrity Financial Partners, Inc. Adam has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, Adam is part of Integrity Advisory Partners LLC, which operates out of New York, New York. The firm has 2 offices and 2 employees. The firm manages assets totaling $36.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Integrity Advisory Partners LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, Personal Financial Specialist

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

11 Broadway Suite 615
New York, NY 10004

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Integrity Advisory Partners LLC Brokerage Details

Total Assets Under Management

$36,314,437

NY Average: $7,464,549,021
Total Number of Employees

2

NY Average: 88
Total Number of Accounts

97

NY Average: 3,892
Average Account Size

$374,376

NY Average: $1,917,921

Investment Advisory Services

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

Adam Lazarus Work History

2012 - Present (12 years)

Integrity Advisory Partners LLC

2005 - Present (19 years)

Integrity Financial Partners, Inc

Disclosures

Please visit the SEC profile of Adam Lazarus 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 Integrity Advisory Partners LLC

Adam Lazarus
New York, NY
Ryan Cole
New York, NY

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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