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Peter Zulong Xu

Lazard Freres & Co. LLC

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About Peter Zulong Xu

Peter Xu is a registered representative associated with Lazard Freres & Co. LLC. Peter Xu is registered in New York. Peter Xu's professional designations include Series 63, Series 79TO, and SIE. Peter Xu has been in the industry since February 26, 2024.

Firm Information

Peter Xu 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 Xu’s Registration & Firm History

NY

02/27/2024 - Present

Lazard Freres & Co. LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 03/11/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/27/2024

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 02/12/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Peter Zulong Xu.
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