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Patrick Joseph Leonard

Lazard Asset Management LLC

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About Patrick Joseph Leonard

Patrick Leonard is a registered investment advisor representative with Lazard Asset Management LLC. Patrick is a licensed investment advisor in the state of New York and has been registered with the Securities and Exchange Commission since November 2024. Patrick has experience providing investment advice to individuals, businesses, and institutional clients.

Firm Information

Patrick Leonard is currently registered with Lazard Asset Management LLC. Lazard Asset Management LLC is an investment advisor registered with the SEC. They manage assets for a variety of clients including individuals, institutions, investment companies, and pooled investment vehicles. Their main office is located in NEW YORK, NY. They manage approximately $150,331,817,279 in assets, primarily through discretionary accounts. They offer portfolio management services for businesses, individuals, investment companies, and pooled investment vehicles.
Lazard Asset Management LLC

30 ROCKEFELLER PLAZA

NEW YORK, NY 10112

$150.33B

Assets Under Management

47

Total Clients

29

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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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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Patrick Leonard’s Registration & Firm History

NY

11/14/2024 - Present

Lazard Asset Management LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 09/15/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/29/2023

Series 7TO - General Securities Representative Examination

BC

Issued 08/11/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe C2 Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

L

Long-Term Stock Exchange, Inc.

M

MEMX LLC

M

MIAX Emerald, LLC

M

MIAX PEARL, LLC

M

Miami International Securities Exchange, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq MRX, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Patrick Joseph Leonard.
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