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Siddharth Varshney

Lazard Freres & Co. LLC

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About Siddharth Varshney

Siddharth Varshney is a financial professional registered in California. Siddharth is currently employed by Lazard Freres & Co. LLC and has been working in the financial industry since July 31, 2016. Siddharth has passed the Series 63, SIE and Series 79 exams. Prior to joining Lazard Freres & Co. LLC, Siddharth worked at Citigroup Global Markets Inc.

Firm Information

Siddharth Varshney 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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Siddharth Varshney’s Registration & Firm History

CA

07/08/2021 - Present

Lazard Freres & Co. LLC (SAN FRANCISCO CA)

CA

08/01/2016 - 07/13/2021

CITIGROUP GLOBAL MARKETS INC. (SAN FRANCISCO CA)

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Licenses & Designations

BC

Issued 08/04/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/01/2016

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Siddharth Varshney.
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