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Erik Swift Overman

Lazard Freres & Co. LLC

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About Erik Swift Overman

Erik Swift Overman is a financial professional with over 5 years of experience in the industry. Erik is currently registered with Lazard Freres & Co. LLC and holds the Series 79 and SIE licenses. Erik is based in Chicago, IL.

Firm Information

Erik Overman 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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Erik Overman’s Registration & Firm History

IL

08/10/2018 - Present

Lazard Freres & Co. LLC (CHICAGO IL)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/10/2018

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Erik Swift Overman.
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