Ari
Lazar
Rga Investment Advisors, LLC
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About this Advisor
Ari Lazar is a financial advisor based in Great Neck, New York, working with Rga Investment Advisors, LLC. Ari has previously held positions at Lincoln International, Stout Risius Ross, University Of Illinois, and Rga Investment Advisors. Ari has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut, Illinois, New Jersey, New York, and Texas. Currently, Ari is part of Rga Investment Advisors, LLC, which operates out of Great Neck, New York. The firm has 1 office and 3 employees. The firm manages assets totaling $90.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Rga Investment Advisors, LLC includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Rga Investment Advisors, LLC Brokerage Details
$90,764,998
3
227
$399,846
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
Rga Investment Advisors
None
Lincoln International
Stout Risius Ross
University Of Illinois
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
Denver, CO
Stamford, CT
Great Neck, NY
Great Neck, 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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