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Latest transactions

Wirehouses, Banks & BDs · Traditional channel

Lazard Wealth

Lazard Wealth Management

Private wealth business of Lazard (registered through Lazard Asset Management LLC, SEC CRD 122836, and Lazard Asset Management Securities LLC, CRD 129119).

Website
lazardwealth.com
Regulator record
LAZARD ASSET MANAGEMENT SECURITIES LLC (FINRA)
Recorded arrivals
0
Teams and practices joining in 2026
Recorded departures
1
Teams and practices leaving in 2026
Arrival assets
—
Reported practice assets · 0 of 0 disclosed
Departure assets
$1.1B
Reported practice assets · 1 of 1 disclosed

Arrivals and departures are counted separately, not netted.

Monthly arrivals by origin category

Where arriving teams came from, by month

Wirehouses, Banks & BDsRIAIndependent Broker-Dealer
0 Jan
0 Feb
0 Mar
0 Apr
0 May
0 Jun
0 Jul
0 Aug
0 Sep
0 Oct

Arrivals came from

Origin firms, by number of teams

No recorded arrivals in 2026.

Departures went to

Destination firms, by number of teams

01 1

Arrivals 0

Teams joining Lazard Wealth in 2026. Open a team for its source record.

No recorded arrivals in 2026.

Departures 1

Teams leaving Lazard Wealth in 2026.

Date Pattern Team / advisor(s) To Reported assets Source
Jul 21 Breakaway Chris Tiano, Nick SmithLos Angeles, CA
New York, NY
CressetRIA $1.1B InvestmentNews

Data through October 31, 2026. See the methodology for how transactions, assets and sources are defined.