Invested Better
Unclaimed

Unclaimed

Unclaimed

Craig William Dexheimer

Lazard Asset Management LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Craig? Claim Your Profile

About Craig William Dexheimer

Craig William Dexheimer is a financial advisor registered with Lazard Asset Management LLC. Craig has been in the industry since 1983. Craig has passed the Series 7, Series 24, Series 31, Series 63 and Series 65 exams. Previously, Craig worked at Lazard Frères & Co. LLC, Smith Barney Inc., Lehman Brothers Inc., Autranet, Inc., Dillon, Read & Co. Inc., Thomson McKinnon Securities Inc., E. F. Hutton & Company Inc, and Matthews & Wright, Inc. Craig is registered in 51 states and the District of Columbia.

Firm Information

Craig Dexheimer 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.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

fixed fees

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

check

percentage of assets

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

check

performance-based fees

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Craig Dexheimer’s Registration & Firm History

NY

06/05/2003 - Present

Lazard Asset Management LLC (NEW YORK NY)

NY

09/19/1995 - 04/01/2004

LAZARD FRERES & CO. LLC (NEW YORK NY)

NY

07/31/1993 - 09/21/1995

SMITH BARNEY INC. (NEW YORK NY)

NY

08/14/1992 - 07/31/1993

LEHMAN BROTHERS INC. (NEW YORK NY)

NJ

12/17/1990 - 11/27/1991

AUTRANET, INC. (JERSEY CITY NJ)

CT

08/02/1989 - 11/19/1990

DILLON, READ & CO. INC. (STAMFORD CT)

NA

01/05/1988 - 08/07/1989

THOMSON MCKINNON SECURITIES INC.

NA

04/30/1984 - 02/06/1988

E. F. HUTTON & COMPANY INC

NA

11/29/1982 - 02/15/1984

MATTHEWS & WRIGHT, INC.

Not sure if Craig William Dexheimer is right for you?

Licenses & Designations

IA

Issued 05/14/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/02/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/06/2004

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/13/2012

Series 31 - Futures Managed Funds Examination

BC

Issued 11/20/1982

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Craig William Dexheimer.
Not sure if Craig William Dexheimer is right for you?