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Daniel John Klodor

Lazard Freres & Co. LLC

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About Daniel John Klodor

Daniel Klodor is a financial advisor who is currently registered with Lazard Freres & Co. LLC. Daniel has been in the financial industry since 2015 and has worked at both Lancaster Pollard & Co., LLC and Lazard Middle Market LLC. Daniel holds a Series 79, Series 52, Series 63, and SIE licenses. Daniel is registered in Illinois.

Firm Information

Daniel Klodor is currently registered with Lazard Freres & Co. LLC. Lazard Freres & Co. LLC is a Limited Liability Company formed in May 1995. It is registered in all 50 states and the District of Columbia, as well as with the SEC. The firm has been involved in 14 regulatory events and 2 civil events.

Not reported

Assets Under Management

Not reported

Total Clients

256

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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Daniel Klodor’s Registration & Firm History

IL

03/31/2022 - Present

Lazard Freres & Co. LLC (CHICAGO IL)

IL

08/13/2021 - 03/31/2022

LAZARD MIDDLE MARKET LLC (CHICAGO IL)

NY

04/04/2017 - 10/08/2018

LAZARD MIDDLE MARKET LLC (NEW YORK NY)

OH

08/21/2015 - 02/16/2017

LANCASTER POLLARD & CO., LLC (COLUMBUS OH)

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Licenses & Designations

BC

Issued 06/18/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/13/2021

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/14/2015

Series 52 - Municipal Securities Representative Examination

BC

Issued 08/21/2015

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel John Klodor.
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