Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryce? Claim Your ProfileBryce Dakin is a financial advisor with Lazard Freres & Co. LLC. Bryce has been in the financial services industry for over 22 years, holding previous positions at GREENHILL & CO., LLC, GCA SAVVIAN ADVISORS, LLC, CONSOR ADVISORS LLC, SOUNDVIEW TECHNOLOGY CORPORATION, and WIT CAPITAL CORPORATION. Bryce holds the Series 7, 24, 63, 79TO and SIE licenses and is registered in California.
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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CA
07/07/2022 - Present
Lazard Freres & Co. LLC (SAN FRANCISCO CA)
CA
03/26/2015 - 05/02/2022
GREENHILL & CO., LLC (SAN FRANCISCO CA)
CA
01/29/2004 - 03/03/2015
GCA SAVVIAN ADVISORS, LLC (SAN FRANCISCO CA)
CA
01/08/2004 - 03/03/2004
CONSOR ADVISORS LLC (SAUSALITO CA)
CT
03/22/2000 - 01/22/2004
SOUNDVIEW TECHNOLOGY CORPORATION (OLD GREENWICH CT)
CT
11/24/1999 - 12/31/2000
WIT CAPITAL CORPORATION (OLD GREENWICH CT)
BC
Issued 02/19/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/30/2012
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 11/23/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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