Joseph Anthony Lazzari

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

• 07/2021 → Present
  Equitable Advisors, Llc
  New York, NY
• 08/2017 → 05/2021
  The Catholic University Of America Busch School Of Finance
  Washington, DC
• 03/2020 → 02/2021
  Lazz Kicks
  Laurel, MD
• 02/2020 → 05/2020
  Ubs Financial Services
  Washington, DC
• 05/2019 → 08/2019
  District Offices
  Washington, DC
• 08/2014 → 06/2017
  Atholton High School
  Columbia, MD
• 03/2024 → Present
  Realty Benefit Services
  Cherry Hill, NJ

Other Businesses

1) DERGALIS ASSOCIATES LLC, 210 Lake Drive East, Suite 310 Cherry Hill, NJ 08002, Non-investment related, 10hrs/mo., Start Date: 4/9/2024, Duties: Sales Associate &#59; 2) Realty Benefit Services 210 Lake Drive East, Suite 310 Cherry Hill, NJ 08002. Non-investment related. 10/hr. mo, Start Date: 3/25/24, Duties: Sales Associate

Exams

• S66 Uniform Combined State Law Examination
  2021-11-05