linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Samantha Elizabeth Nicklas

Lazard Asset Management LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Samantha? Claim Your Profile

About Samantha Elizabeth Nicklas

Samantha Elizabeth Nicklas is a registered representative with Lazard Asset Management LLC, and is currently registered in 52 states and the District of Columbia. Samantha has been in the industry since October 2020 and holds Series 7TO, Series 31, Series 66, and SIE licenses. Samantha specializes in providing financial services for insurance companies, investment companies, charitable organizations, high-net-worth individuals, other investment advisors, pooled investment vehicles, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, state or municipal government entities.

Firm Information

Samantha Nicklas 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.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

fixed fees

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

check

percentage of assets

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

check

performance-based fees

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Samantha Nicklas’s Registration & Firm History

NY

06/11/2021 - Present

Lazard Asset Management LLC (NEW YORK NY)

Not sure if Samantha Elizabeth Nicklas is right for you?

Licenses & Designations

BOTH

Issued 12/08/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/28/2020

Series 31 - Futures Managed Funds Examination

BC

Issued 10/22/2020

Series 7TO - General Securities Representative Examination

BC

Issued 08/12/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Samantha Elizabeth Nicklas.
Not sure if Samantha Elizabeth Nicklas is right for you?