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Lara Jane Warner

CREDIT SUISSE SECURITIES (USA) LLC·NEW YORK, New York
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11 MADISON AVENUE, NEW YORK, NY 10010CRD# 4254611Firm CRD# 816
01

About

Lara Jane Warner is a registered financial advisor based in NEW YORK, New York, affiliated with CREDIT SUISSE SECURITIES (USA) 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
CREDIT SUISSE SECURITIES (USA) LLC
CREDIT SUISSE SECURITIES (USA) LLC
AUM
$805M
Regulatory assets under management
Employees
39
Total firm employees
View all advisors at CREDIT SUISSE SECURITIES (USA) LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: TRANSACTION-BASED FEE
Regulatory
SEC/IARD CRD# 4254611
Firm CRD# 816
19 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lara Jane Warner offer?
Lara Jane Warner specializes in Retirement Planning. Contact their office in NEW YORK, New York for a consultation.
What are Lara Jane Warner's credentials?
Lara Jane Warner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lara Jane Warner located?
Lara Jane Warner is based in NEW YORK, New York, working with CREDIT SUISSE SECURITIES (USA) LLC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does Lara Jane Warner charge for services?
Lara Jane Warner's firm is compensated through percentage of aum, performance-based fees, other: transaction-based fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CREDIT SUISSE SECURITIES (USA) LLC?
CREDIT SUISSE SECURITIES (USA) LLC has approximately 39 employees and manages $805M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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