This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

LAZARD ASSET MANAGEMENT LLC

Current firm class

other adviserderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jan 1, 2012earliest registration or exam on IAPD

Years in industry

14derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S66

First exam

Sep 15, 2023

First registration

Sep 19, 2023

Dual registered

yes, broker-dealer

Other names

Patrick Leonard

IAPD individual key

7786491

• Occurred

  Nov 27, 2024
  Advisor changed firm

  Patrick Joseph Leonard left Goldman Sachs Wealth Services, L.P. for Lazard Asset Management Llc (registered 2024-11-14)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:37338ea9-5445-0cf8-df73-bd0777cb8141

First observed

Sep 19, 2023

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.