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Peter R Orszag

Lazard Freres & Co. LLC

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About Peter R Orszag

Peter R. Orszag is a financial professional registered with Lazard Freres & Co. LLC. Peter has been in the industry since April 26, 2011. He holds the Series 79, Series 24, and SIE licenses. His previous employer was CITIGROUP GLOBAL MARKETS INC.

Firm Information

Peter Orszag 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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Peter Orszag’s Registration & Firm History

NY

05/09/2016 - Present

Lazard Freres & Co. LLC (NEW YORK NY)

NY

04/27/2011 - 05/11/2016

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 05/14/2016

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/26/2011

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Peter R Orszag.
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