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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Roberts is a financial professional with over 11 years of experience in the financial services industry. Michael currently works as an Investment Adviser Representative at Lazard Asset Management LLC, where he has been employed since May 2017. Before joining Lazard Asset Management LLC, Michael was an Investment Adviser Representative at J.P. Morgan Securities LLC and an Investment Adviser Representative at Vanguard Marketing Corporation. Michael is licensed in 52 states and has a Series 63, 65, 7 and 31 licenses. He is also a registered Investment Adviser Representative in Texas. Michael specializes in providing investment advice to individuals, businesses, and investment companies. Michael’s primary responsibilities are portfolio management and providing investment advice.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
01/13/2020 - Present
Lazard Asset Management LLC (NEW YORK NY)
DE
01/11/2016 - 05/09/2017
J.P. MORGAN SECURITIES LLC (NEWARK DE)
PA
10/02/2014 - 12/02/2015
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 03/24/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/08/2020
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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