linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Travis John Lazaroff

Fifth Avenue Family Office

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

About Travis John Lazaroff

Travis Lazaroff is a financial advisor with over six years of experience in the industry. He is currently registered as an Investment Advisor Representative with Fifth Avenue Family Office in Naples, Florida. Prior to that, Travis worked at UBS Financial Services Inc. and Tullett Prebon Financial Services LLC. Travis holds the Series 7, Series 63, Series 57, and SIE licenses. His specializations include Investment Advisory Services, Financial Planning and Portfolio Management.

Firm Information

Travis Lazaroff is currently registered with Fifth Avenue Family Office. Fifth Avenue Family Office is a Naples, FL-based registered investment advisor with $633,393,801 in regulatory assets under management. The firm provides financial planning, business consulting, and portfolio management for individuals and charitable organizations. Fifth Avenue Family Office also assists clients with selecting other advisors.
Fifth Avenue Family Office

3003 TAMIAMI TRAIL NORTH

NAPLES, FL 34103

$633.39M

Assets Under Management

Not reported

Total Clients

3

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

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

business consulting

Business consulting

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.

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.

Travis Lazaroff’s Registration & Firm History

FL

06/19/2023 - Present

Fifth Avenue Family Office (NAPLES FL)

FL

08/03/2021 - 05/10/2023

UBS FINANCIAL SERVICES INC. (NAPLES FL)

NY

09/27/2017 - 07/12/2021

TULLETT PREBON FINANCIAL SERVICES LLC (New York NY)

Not sure if Travis John Lazaroff is right for you?

Licenses & Designations

IA

Issued 10/30/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/09/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/02/2018

Series 57 - Securities Trader Exam

BC

Issued 09/27/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Travis John Lazaroff.
Not sure if Travis John Lazaroff is right for you?