Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Laurence Taetle is a securities professional with over 27 years of experience in the industry. He is currently registered with Lazard Freres & Co. LLC, a leading financial advisory and asset management firm, where he works in the New York office. Prior to this, Adam worked at EVERCORE GROUP L.L.C. He also has prior experience at BARCLAYS CAPITAL INC. and Goldman, Sachs & Co.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
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NY
06/26/2024 - Present
Lazard Freres & Co. LLC (NEW YORK NY)
NY
04/25/2018 - 06/26/2024
EVERCORE GROUP L.L.C. (NEW YORK NY)
NY
12/03/2009 - 06/11/2018
BARCLAYS CAPITAL INC. (NEW YORK NY)
IL
09/03/1996 - 12/18/2009
GOLDMAN, SACHS & CO. (CHICAGO IL)
BC
Issued 11/12/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/28/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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