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William Zachary Scotton

Lazard Freres & Co. LLC

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About William Zachary Scotton

William Zachary Scotton is a financial professional with experience in the investment banking industry. William has passed the Series 79, Series 63 and SIE exams. William is currently registered with Lazard Freres & Co. LLC and holds a Series 79 license. Prior to joining Lazard Freres & Co. LLC, William worked at Scotia Capital (USA) Inc.. William has been in the industry since August 2017.

Firm Information

William Scotton 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 Scotton’s Registration & Firm History

TX

07/18/2019 - Present

Lazard Freres & Co. LLC (HOUSTON TX)

TX

08/04/2017 - 06/26/2019

SCOTIA CAPITAL (USA) INC. (HOUSTON TX)

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Licenses & Designations

BC

Issued 09/10/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/03/2017

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Zachary Scotton.
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