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Timothy Bradley Donahue

Lazard Freres & Co. LLC

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About Timothy Bradley Donahue

Timothy Donahue is a securities professional with over 20 years of experience in the financial services industry. Currently, Timothy is registered with Lazard Freres & Co. LLC and is located in New York, NY. Prior to joining Lazard Freres & Co. LLC, Timothy worked at J.P. Morgan Securities LLC, Blackstone Advisory Services L.P., and J.P. Morgan Securities Inc. Timothy holds Series 7, Series 24, and Series 63 licenses.

Firm Information

Timothy Donahue 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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Timothy Donahue’s Registration & Firm History

NY

09/08/2022 - Present

Lazard Freres & Co. LLC (NEW YORK NY)

NY

12/22/2020 - 08/30/2022

J.P. MORGAN SECURITIES LLC (NEW YORK NY)

NY

08/04/2009 - 11/01/2018

J.P. MORGAN SECURITIES LLC (NEW YORK NY)

NY

10/01/2008 - 07/07/2009

BLACKSTONE ADVISORY SERVICES L.P. (NEW YORK NY)

NY

10/08/1999 - 08/20/2008

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 02/22/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/27/2010

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/07/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Timothy Bradley Donahue.
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