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William Francis Olson

Lazard Freres & Co. LLC

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About William Francis Olson

William Olson is a securities professional with over 5 years of experience in the financial services industry. William is currently registered with Lazard Freres & Co. LLC and holds the Series 63, Series 79 and SIE licenses. William was previously registered with Lazard Middle Market LLC and SPP Capital Partners L L C. William's areas of expertise include investment banking.

Firm Information

William Olson 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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William Olson’s Registration & Firm History

MA

03/31/2022 - Present

Lazard Freres & Co. LLC (BOSTON MA)

NY

09/06/2018 - 03/31/2022

LAZARD MIDDLE MARKET LLC (NEW YORK NY)

NY

08/29/2017 - 10/10/2018

SPP CAPITAL PARTNERS L L C (NEW YORK NY)

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Licenses & Designations

BC

Issued 09/15/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/29/2017

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Francis Olson.
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