Unclaimed
Matthew Dyer is a Financial Advisor with Lazard Freres & Co. LLC. Matthew has a background in Investment Banking and has worked previously at firms such as Rothschild & Co US Inc, Morgan Stanley and Credit Suisse Securities (USA) LLC. Matthew has passed the Series 79TO, Series 7 and SIE exams. Matthew holds a Series 66 license.
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.
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.
1
2
NY
08/05/2024 - Present
Lazard Freres & Co. LLC (NEW YORK NY)
NY
09/17/2021 - 08/06/2024
ROTHSCHILD & CO US INC. (NEW YORK NY)
NY
01/04/2016 - 08/12/2019
MORGAN STANLEY (NEW YORK NY)
NY
09/17/2013 - 01/28/2016
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
BOTH
Issued 12/17/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/17/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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