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Michael Paul Lazarus

WESTON PRESIDIO SERVICE COMPANY, LLC·BOSTON, Massachusetts
Unclaimed Profile
200 CLARENDON STREET, BOSTON, MA 02116CRD# 1227858Firm CRD# 160473
01

About

Michael Paul Lazarus is a registered financial advisor based in BOSTON, Massachusetts, affiliated with WESTON PRESIDIO SERVICE COMPANY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
WESTON PRESIDIO SERVICE COMPANY, LLC
WESTON PRESIDIO
AUM
$270M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at WESTON PRESIDIO SERVICE COMPANY, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Other: CARRIED INTEREST
Regulatory
SEC/IARD CRD# 1227858
Firm CRD# 160473
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael Paul Lazarus offer?
Michael Paul Lazarus specializes in Retirement Planning. Contact their office in BOSTON, Massachusetts for a consultation.
What are Michael Paul Lazarus's credentials?
Michael Paul Lazarus is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Paul Lazarus located?
Michael Paul Lazarus is based in BOSTON, Massachusetts, working with WESTON PRESIDIO SERVICE COMPANY, LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Michael Paul Lazarus charge for services?
Michael Paul Lazarus's firm is compensated through percentage of aum, other: carried interest. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WESTON PRESIDIO SERVICE COMPANY, LLC?
WESTON PRESIDIO SERVICE COMPANY, LLC is a registered investment adviser with the SEC, managing $270M in regulatory assets under management. See their Form ADV for full details.
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Research
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