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Joseph Richard Cassanelli

Lazard Freres & Co. LLC

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About Joseph Richard Cassanelli

Joseph Cassanelli is a financial professional with over 20 years of experience in the industry. Joseph is currently registered with Lazard Freres & Co. LLC and holds the Series 7, Series 24, SIE, and Series 79TO licenses. Joseph has been with Lazard Freres & Co. LLC since 2003.

Firm Information

Joseph Cassanelli 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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Joseph Cassanelli’s Registration & Firm History

NY

04/21/2003 - Present

Lazard Freres & Co. LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 03/19/2012

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 04/17/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph Richard Cassanelli.
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