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Ari Salamon Lazar

RGA Investment Advisors, LLC

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About Ari Salamon Lazar

Ari Salamon Lazar is a registered Investment Advisor Representative with RGA Investment Advisors, LLC. Ari has experience in the financial industry, having worked previously at Lincoln International LLC. Ari is licensed in Connecticut, Illinois, New Jersey, New York, and Texas. Ari specializes in providing financial advice to individuals, high-net-worth individuals, and pooled investment vehicles. RGA Investment Advisors, LLC is a registered investment advisor headquartered in Great Neck, New York. The firm provides financial planning and portfolio management services.

Firm Information

Ari Lazar is currently registered with RGA Investment Advisors, LLC. RGA Investment Advisors, LLC is an investment advisor based in GREAT NECK, NY. The firm has 3 investment advisor representatives and manages approximately $90,764,998 in regulatory assets under management. RGA Investment Advisors, LLC provides financial planning, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles. The firm serves high-net-worth individuals, individuals other than high-net-worth, and has a total of 227 client accounts.
RGA Investment Advisors, LLC

185 GREAT NECK ROAD

GREAT NECK, NY 11021

$90.76M

Assets Under Management

Not reported

Total Clients

3

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business 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.

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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Ari Lazar’s Registration & Firm History

NY

05/06/2021 - Present

RGA Investment Advisors, LLC (GREAT NECK NY)

IL

05/06/2017 - 10/15/2018

LINCOLN INTERNATIONAL LLC (CHICAGO IL)

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Licenses & Designations

IA

Issued 04/08/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/20/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/06/2017

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ari Salamon Lazar.
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