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George W. Bilicic

Lazard Freres & Co. LLC

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About George W. Bilicic

George W. Bilicic is a financial advisor with Lazard Freres & Co. LLC in Los Angeles, California. George has over 20 years of experience in the financial services industry. He is a registered representative with the Financial Industry Regulatory Authority (FINRA) and holds Series 7, 24, 63, and 79 licenses. Previously, George worked as a financial advisor at Merrill Lynch and Lazard Freres & Co. LLC in Chicago, Illinois and New York.

Firm Information

George Bilicic 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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George Bilicic’s Registration & Firm History

CA

05/07/2020 - Present

Lazard Freres & Co. LLC (LOS ANGELES CA)

IL

11/06/2008 - 06/24/2019

LAZARD FRERES & CO. LLC (CHICAGO IL)

IL

03/22/2002 - 06/24/2008

LAZARD FRERES & CO. LLC (CHICAGO IL)

NY

06/14/2001 - 03/13/2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 12/20/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/07/2001

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/13/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for George W. Bilicic.
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