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Elena Marie Geraci

Lazard Asset Management Securities LLC

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About Elena Marie Geraci

Elena Marie Geraci is a financial advisor who has been working in the industry since 1986. Elena is currently registered with Lazard Asset Management Securities LLC, a firm headquartered in NEW YORK, NY. Previously, Elena has worked for LAZARD FRERES & CO. LLC, GLICKENHAUS & CO., JOHN A. LEVIN & CO., INC., and COPELAND SECURITIES INCORPORATED. Elena holds a Series 66 license as well as licenses for Series 7, Series 8, Series 9, Series 10, SIE and Series 99TO.

Firm Information

Elena Geraci is currently registered with Lazard Asset Management Securities LLC. Lazard Asset Management Securities LLC is a Limited Liability Company formed in May 2003. The firm is registered with the SEC and in all 50 states, as well as Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

131

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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Elena Geraci’s Registration & Firm History

NY

04/01/2004 - Present

Lazard Asset Management Securities LLC (NEW YORK NY)

NY

07/17/2000 - 04/01/2004

LAZARD FRERES & CO. LLC (NEW YORK NY)

NY

03/19/1996 - 07/03/2000

GLICKENHAUS & CO. (NEW YORK NY)

NY

11/27/1985 - 06/28/1994

JOHN A. LEVIN & CO., INC. (NEW YORK NY)

NA

07/20/1983 - 08/31/1984

COPELAND SECURITIES INCORPORATED

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Licenses & Designations

BOTH

Issued 06/18/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 05/24/1996

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/16/1983

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Elena Marie Geraci.
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