Bradley Harris Lazar

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2001 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 12/2001 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

GREYSTONE HOMEOWNERS ASSOCIATION, BOARD MEMBER, PRESIDENT, PARTICIPATE IN 5 MEMBER BOARD MANAGING AFFAIRS OF MY RESIDENTIAL COMMUNITY, START 11.2013, 2 HRS PER MO, NO COMP. VARIOUS LOCAL SOCCER CLUBS, REFEREE FOR YOUTH SOCCER GAMES AS AN INDEPENDENT CONTRACTOR, START 04.2019, 3 HRS PER MO, 1000 COMP PER YEAR. DELTA SIGMA PI PROFESSIONAL BUSINESS FRATERNITY AT THE UNIVERSITY OF IOWA, MENTOR, 4/6/23, 2 HOURS PER MONTH, 0 COMPENSATION. CARTHAGE COLLEGE, ADJUNCT PROFESSOR, TEACH UNDERGRADUATE BUSINESS COURSEF, 1/2024, 16 HOURS PER MONTH, 7000 ANNUAL COMPENSATION. SPRINGING POA FOR FATHER, 08.2024.

Exams

• S66 Uniform Combined State Law Examination
  2002-01-29

Designations

• Certified Financial Planner
• Chartered Financial Consultant