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David William Lazarek

Kpmg Corporate Finance LLC

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About David William Lazarek

David Lazarek is a financial professional with a strong background in investment banking and securities. David holds Series 79, Series 82, and SIE licenses, and is registered in 37 states. David joined KPMG Corporate Finance LLC in December 2015 and is located in the Baltimore office.

Firm Information

David Lazarek is currently registered with Kpmg Corporate Finance LLC. Kpmg Corporate Finance LLC is a Limited Liability Company formed in February 2000. The firm is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. It is also registered with the Securities and Exchange Commission (SEC).

Not reported

Assets Under Management

Not reported

Total Clients

53

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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David Lazarek’s Registration & Firm History

MD

12/10/2015 - Present

Kpmg Corporate Finance LLC (BALTIMORE MD)

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Licenses & Designations

BC

Issued 02/23/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/07/2016

Series 82 - Limited Representative-Private Securities Offerings

BC

Issued 12/10/2015

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David William Lazarek.
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