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Zachary Douglas Lazar

Capital Group Private Client Services, Inc.

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About Zachary Douglas Lazar

Zachary Douglas Lazar is an investment advisor representative registered with Capital Group Private Client Services, Inc.. Zachary has been in the securities industry since April 2001 and is currently active as an investment adviser representative in California, Georgia, Illinois, Nevada, New York, and Texas. Zachary Lazar holds the Series 65, Series 66, SIE, and Series 7 licenses. Zachary Lazar has worked for several financial institutions, including Harris Bank, Harris Investor Services, Inc., William Blair & Company, Capital Bank & Trust Company and currently with Capital Group Private Client Services, Inc..

Firm Information

Zachary Lazar is currently registered with Capital Group Private Client Services, Inc.. Capital Group Private Client Services, Inc. is an investment advisor headquartered in LOS ANGELES, CA. They manage over $38 billion in assets, primarily for high-net-worth individuals and charitable organizations. The firm also provides portfolio management for pooled investment vehicles, corporations, and pension plans.
Capital Group Private Client Services, Inc.

333 SOUTH HOPE STREET

LOS ANGELES, CA 90071

$38.34B

Assets Under Management

Not reported

Total Clients

51

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Zachary Lazar’s Registration & Firm History

CA

07/01/2021 - Present

Capital Group Private Client Services, Inc. (LOS ANGELES CA)

IL

04/19/2016 - 09/12/2016

WILLIAM BLAIR (CHICAGO IL)

IL

07/16/2007 - 09/14/2009

HARRIS INVESTOR SERVICES, INC. (CHICAGO IL)

MO

04/24/2001 - 06/19/2006

NORTHERN TRUST SECURITIES, INC. (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 05/25/2017

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 05/11/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/12/2016

SIE - Securities Industry Essentials Examination

BC

Issued 04/19/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Zachary Douglas Lazar.
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