Noah Lazaro

Employer firm

Private Advisor Group, LLC CRD 155216

$44.3B regulatory AUM 1,033 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 12/2019 → 03/2021
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 09/2016 → 10/2019
  Independent Insurance Agent
  Lincoln, NE
• 06/2016 → 08/2017
  Jb Landscape & Lawncare
  Lincoln, NE
• 05/2015 → 08/2019
  University Of Nebraska At Lincoln
  Lincoln, NE
• 03/2021 → 03/2022
  Robinhood Financial,Llc
  Denver, CO
• 09/2008 → 12/2019
  School
  Lincoln, NE
• 04/2022 → 07/2022
  Crown Capital Securities,Lp
  Orange, CA
• 05/2024 → 04/2026
  Lpl Financial Llc
  Englewood, CO
• 08/2022 → 05/2024
  Modern Health
  Englewood, CO
• 05/2024 → Present
  Private Advisor Group, Llc
  Morristown, NJ

Previous Registrations

• 2022-06-15 → 2022-08-02
  Crown Capital Securities, L.P.
  Parker, CO
  Lincoln, NE

Other Businesses

1. Mr. Lazaro uses Juno Private Wealth as the name of the business under which he provides investment advice through Private Advisor Group, LLC. This activity is at the address Mr. Lazaro is registered at, and is related to his investment services practice. Mr. Lazaro devotes about 160 hours per month to this activity, including about 140 hours during securities trading hours, concurrently with time Mr. Lazaro devotes to activity providing investment services through PAG. 2. Mr. Lazaro uses Lazaro Wealth Consultants as the name of the business under which he provides investment advice through Private Advisor Group, LLC. This activity is at the address Mr. Lazaro is registered at, and is related to his investment services practice. Mr. Lazaro devotes about 160 hours per month to this activity, including about 140 hours during securities trading hours, concurrently with time Mr. Lazaro devotes to activity providing investment services through PAG. 3. Mr. Lazaro holds a license to sell insurance, but any such insurance business is separate and apart from investment advisory services that Mr. Lazaro provides. Mr. Lazaro may recommend the purchase of certain insurance-related products on a commission basis. Clients can engage Mr. Lazaro to purchase insurance products on a commission basis, but any such purchases are separate and apart from Private Advisor Group.

Exams

• S66 Uniform Combined State Law Examination
  2022-06-09
• S63 Uniform Securities Agent State Law Examination
  2020-09-15

Other Names

• Noah David Lazaro