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Alan Carlos Felix

Lazard Freres & Co. LLC

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About Alan Carlos Felix

Alan Carlos Felix is a financial advisor with Lazard Freres & Co. LLC. Alan has been in the financial industry since August 2020. Alan holds Series 79TO and SIE licenses. Alan is registered with FINRA.

Firm Information

Alan Felix is currently registered with Lazard Freres & Co. LLC. Lazard Freres & Co. LLC is a Limited Liability Company formed in May 1995. It is registered in all 50 states and the District of Columbia, as well as with the SEC. The firm has been involved in 14 regulatory events and 2 civil events.

Not reported

Assets Under Management

Not reported

Total Clients

256

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Alan Felix’s Registration & Firm History

IL

08/07/2020 - Present

Lazard Freres & Co. LLC (CHICAGO IL)

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Licenses & Designations

BC

Issued 08/07/2020

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 07/16/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alan Carlos Felix.
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