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Max Lazard

Wells Fargo Investment Institute, Inc.

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About Max Lazard

Max Lazard is an Investment Advisor Representative associated with Wells Fargo Investment Institute, Inc.. Max Lazard has been in the industry since November 1993 and is currently registered with the state of Florida. Max Lazard specializes in providing portfolio management for individuals, investment companies, and businesses. Max Lazard also provides financial planning and selection of other advisors. Max Lazard's firm manages over 43 billion dollars in assets.

Firm Information

Max Lazard is currently registered with Wells Fargo Investment Institute, Inc.. Wells Fargo Investment Institute, Inc. is a Registered Investment Advisor (RIA) headquartered in Charlotte, NC. The firm manages approximately $43.99 billion in assets for clients, including individuals, trusts, businesses, institutions, and charities. The firm's advisory services include portfolio management for individuals and businesses, selection of other advisors, and the publication of periodicals. They also offer a wrap fee program.
Wells Fargo Investment Institute, Inc.

550 SOUTH TRYON STREET

CHARLOTTE, NC 28202

$44.00B

Assets Under Management

3

Total Clients

52

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Max Lazard’s Registration & Firm History

FL

12/22/2021 - Present

Wells Fargo Investment Institute, Inc. (Orlando FL)

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Licenses & Designations

IA

Issued 12/10/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Max Lazard.
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