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Brian Richard Lauzon

Colchester Partners LLC

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About Brian Richard Lauzon

Brian Richard Lauzon is a financial professional with over 30 years of experience in the financial services industry. Brian has held various roles at firms including FleetBoston Robertson Stephens Inc., Fleet Securities, Inc., and Scudder Investor Services, Inc. Currently, Brian is registered with Colchester Partners LLC. Brian holds Series 7, 6, 63 and 65 licenses.

Firm Information

Brian Lauzon is currently registered with Colchester Partners LLC. Colchester Partners LLC is a Limited Liability Company formed on February 26, 2002. The firm is registered in Massachusetts and New York. Colchester Partners LLC is also registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

11

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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Brian Lauzon’s Registration & Firm History

MA

12/08/2023 - Present

Colchester Partners LLC (BOSTON MA)

PA

04/20/2021 - 11/27/2023

BA SECURITIES, LLC (W. CONSHOHOCKEN PA)

PA

05/07/2019 - 02/12/2020

BA SECURITIES, LLC (W. CONSHOHOCKEN PA)

CA

11/08/1999 - 05/12/2000

FLEETBOSTON ROBERTSON STEPHENS INC. (SAN FRANCISCO CA)

TX

10/21/1999 - 11/29/1999

FLEET SECURITIES, INC. (DALLAS TX)

NY

12/13/1991 - 12/18/1995

SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 11/17/2017

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 11/29/1993

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/04/2021

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 05/06/2019

Series 82TO - Limited Representative-Private Securities Offerings

BC

Issued 04/24/2019

SIE - Securities Industry Essentials Examination

BC

Issued 09/07/1993

Series 7 - General Securities Representative Examination

BC

Issued 12/11/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Richard Lauzon.
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