DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Advisor moves

Departures from Lazard Asset Management LLC

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Roshun Dayananda PaiLazard Asset Management LLC otherSei Investments Management Corp mixed wealthOtherAug 24, 2026Aug 3, 2026
Nicholas Williams SmithLazard Asset Management LLC otherCresset Asset Management, LLC independent RIAOtherJun 23, 2026Jun 23, 2026
Karina BaldizonLazard Asset Management LLC otherNerdwallet Wealth Partners, LLC independent RIAOtherMar 18, 2026Aug 19, 2026 (154 d)
Christopher Milbourne SegoLazard Asset Management LLC otherCohen & Steers Capital Management Inc. asset managerOtherMar 17, 2026Apr 21, 2026 (35 d)
Michael GagalaLazard Asset Management LLC otherWells Fargo Advisors wirehouseOtherMay 12, 2025Dec 18, 2025 (220 d)
Thomas Allen BushLazard Asset Management LLC otherNeuberger Berman Bd LLC no RAUMOtherDec 4, 2024Dec 20, 2024
Michael Charles BlevisLazard Asset Management LLC otherCetera Investment Advisers LLC BD affiliatedOtherNov 13, 2024Jan 13, 2025 (61 d)
Dieynaba SyLazard Asset Management LLC otherT. Rowe Price Associates, Inc. asset managerOtherAug 2, 2024Oct 30, 2024 (89 d)
James Craig SchachtelLazard Asset Management LLC otherPgim, Inc. otherOtherNov 28, 2023Oct 21, 2025 (693 d)
Karim William Salazar AntoniLazard Asset Management LLC otherArete Wealth Advisors, LLC BD affiliatedOtherSep 6, 2023Nov 17, 2023 (72 d)
Lucas Skidmore RameakaLazard Asset Management LLC otherThornburg Investment Management Inc asset managerOtherFeb 15, 2023Jan 29, 2024 (348 d)
James Francis HarmonLazard Asset Management LLC otherMorgan Stanley wirehouseOtherMar 31, 2017May 15, 2020 (1141 d)
Royce Wesley MedlinLazard Asset Management LLC otherClear Rock Advisors, LLC no RAUMOtherApr 5, 2016Mar 3, 2016
Karen Elizabeth LutomskiLazard Asset Management LLC otherNuveen Asset Management, LLC mixed wealthOtherJul 6, 2011Dec 18, 2025 (5279 d)
Carey Bret MorrisonLazard Asset Management LLC otherBlackrock Fund Advisors otherOtherAug 28, 2008Sep 16, 2008
Aviva Shrock PintoLazard Asset Management LLC otherBanc Of America Investment Services, Inc. unclassifiedOtherMay 3, 2004Nov 5, 2008 (1647 d)
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16 moves match.