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Andrew James Donatelli

Lazard Asset Management LLC

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About Andrew James Donatelli

Andrew Donatellia is an investment advisor representative with Lazard Asset Management LLC. Andrew is a registered investment advisor in Texas. Andrew has been in the securities industry since 2012 and has held previous positions at LPL FINANCIAL LLC and VANGUARD MARKETING CORPORATION. Andrew has passed the Series 63, Series 65, Series 7, Series 31 and SIE exams. Andrew has specializations in Investment advisory, Securities and advisory activities related to managed funds.

Firm Information

Andrew Donatelli is currently registered with Lazard Asset Management LLC. Lazard Asset Management LLC is an investment advisor registered with the SEC. They manage assets for a variety of clients including individuals, institutions, investment companies, and pooled investment vehicles. Their main office is located in NEW YORK, NY. They manage approximately $150,331,817,279 in assets, primarily through discretionary accounts. They offer portfolio management services for businesses, individuals, investment companies, and pooled investment vehicles.
Lazard Asset Management LLC

30 ROCKEFELLER PLAZA

NEW YORK, NY 10112

$150.33B

Assets Under Management

47

Total Clients

29

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Andrew Donatelli’s Registration & Firm History

NY

10/05/2021 - Present

Lazard Asset Management LLC (NEW YORK NY)

SC

08/05/2015 - 10/20/2021

LPL FINANCIAL LLC (FORT MILL SC)

NC

07/12/2012 - 06/30/2015

VANGUARD MARKETING CORPORATION (CHARLOTTE NC)

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Licenses & Designations

IA

Issued 11/10/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/20/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/19/2021

Series 31 - Futures Managed Funds Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/11/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrew James Donatelli.
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