Unclaimed
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.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
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.
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
Active
Inactive
F
FINRA
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