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

Arrivals at 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
Patrick Finn ReillyUBS Financial Services Inc. wirehouseLazard Asset Management LLC otherOtherApr 13, 2026Apr 20, 2026
Scott Robert KentThornburg Investment Management Inc asset managerLazard Asset Management LLC otherOtherSep 2, 2025Oct 10, 2025 (38 d)
Mariana Del Carmen Colberg IturreguiUBS Financial Services Inc. wirehouseLazard Asset Management LLC otherOtherAug 5, 2025Aug 9, 2025
Roshan NairMML Investors Services, LLC BD affiliatedLazard Asset Management LLC otherOtherJul 9, 2025Aug 5, 2025
Brandon M AndersonAlgorithmic Investment Models otherLazard Asset Management LLC otherOtherJul 7, 2025Jul 2, 2025
Matthew Gerard LaquidaraNeuberger Berman Bd LLC no RAUMLazard Asset Management LLC otherOtherApr 8, 2025Jun 7, 2025 (60 d)
Matthew A ChorchesMorgan Stanley wirehouseLazard Asset Management LLC otherOtherMar 20, 2025Mar 11, 2025
Joseph Timothy DalyThornburg Investment Management Inc asset managerLazard Asset Management LLC otherOtherMar 10, 2025Oct 2, 2025 (206 d)
Abigail LangenderferRaymond James & Associates, Inc. national BDLazard Asset Management LLC otherOtherFeb 11, 2025Mar 10, 2025
Lauren McgrathMariner BD affiliatedLazard Asset Management LLC otherOtherJan 27, 2025Jan 21, 2025
Austin Mingkai ZhaoGoldman Sachs Wealth Services, L.P. BD affiliatedLazard Asset Management LLC otherOtherDec 6, 2024Feb 12, 2025 (68 d)
Patrick Joseph LeonardGoldman Sachs Wealth Services, L.P. BD affiliatedLazard Asset Management LLC otherOtherNov 27, 2024Nov 14, 2024
Breanne Murphy McdonnellPruco Securities, LLC BD affiliatedLazard Asset Management LLC otherOtherSep 5, 2024Sep 9, 2024
Nicholas Williams SmithMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseLazard Asset Management LLC otherOtherJun 3, 2024Jun 17, 2024
Peter Anthony BiancoBlackrock Investment Management, LLC otherLazard Asset Management LLC otherOtherMay 7, 2024Jun 18, 2024 (42 d)
Alexandra Rose ChoinskiPolen Capital Management, LLC asset managerLazard Asset Management LLC otherOtherApr 8, 2024Apr 30, 2024
Michael GagalaBny Mellon Securities Corporation otherLazard Asset Management LLC otherOtherFeb 7, 2024Dec 18, 2024 (315 d)
Thomas C HuberEagle Bay Family Office independent RIALazard Asset Management LLC otherOtherJun 15, 2023Jun 8, 2023
Stephanie Lauren SchilsNeuberger Berman Bd LLC no RAUMLazard Asset Management LLC otherOtherMar 22, 2023Mar 7, 2025 (716 d)
Peter J HessCantor Fitzgerald Investment Advisors mixed wealthLazard Asset Management LLC otherOtherSep 16, 2022Sep 29, 2022
Thomas Andrew DillmannVanguard Advisers, Inc. BD affiliatedLazard Asset Management LLC otherOtherAug 17, 2022Aug 18, 2022
Karim William Salazar AntoniBlackrock Investment Management, LLC otherLazard Asset Management LLC otherOtherApr 26, 2022Apr 28, 2022
Christopher John SchumacherUBS Financial Services Inc. wirehouseLazard Asset Management LLC otherOtherApr 18, 2022Jun 22, 2023 (430 d)
Ava Claire GainesEquitable Advisors, LLC national BDLazard Asset Management LLC otherOtherMar 21, 2022Apr 22, 2022 (32 d)
Roshun Dayananda PaiBlackrock Investment Management, LLC otherLazard Asset Management LLC otherOtherMar 10, 2022Mar 31, 2022
David MurphyBuild Asset Management asset managerLazard Asset Management LLC otherOtherDec 21, 2021Dec 17, 2021
Andrew James DonatelliLPL Financial LLC BD affiliatedLazard Asset Management LLC otherOtherOct 20, 2021Oct 5, 2021
Karina BaldizonRockefeller Capital Management BD affiliatedLazard Asset Management LLC otherOtherAug 9, 2021Mar 8, 2023 (576 d)
Dieynaba SyBlackrock Investment Management, LLC otherLazard Asset Management LLC otherOtherJul 8, 2021Jan 3, 2023 (544 d)
Michael Charles BlevisGoldman Sachs Wealth Services, L.P. BD affiliatedLazard Asset Management LLC otherOtherMay 20, 2021Jun 12, 2021
Jonathan Christopher FloodNeuberger Berman Bd LLC no RAUMLazard Asset Management LLC otherOtherMay 4, 2021Jul 29, 2021 (86 d)
William MorinCitigroup Global Markets Inc. BD affiliatedLazard Asset Management LLC otherOtherApr 27, 2021Jun 11, 2021 (45 d)
Lucas Skidmore RameakaTransamerica Retirement Advisors, LLC BD affiliatedLazard Asset Management LLC otherOtherNov 6, 2019Jun 12, 2021 (584 d)
Christopher Milbourne SegoGuggenheim Investments otherLazard Asset Management LLC otherOtherDec 6, 2011Dec 21, 2011
Royce Wesley MedlinSmith Group Asset Management otherLazard Asset Management LLC otherOtherJan 3, 2011Jan 10, 2011
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35 moves match.