Noah Lazaro
Investment adviser representative at Private Advisor Group, LLC
18 yearsExperience
2 statesRegistered in
$57.7BFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- Private Advisor Group, LLCMay 2024 to now
- LPL Financial LLCMay 2024 to Apr 2026
- Modern HealthAug 2022 to May 2024
- Crown Capital Securities,lpApr 2022 to Jul 2022
- Robinhood Financial,LLCMar 2021 to Mar 2022
- Charles Schwab & Co., Inc.Dec 2019 to Mar 2021
- Independent Insurance AgentSep 2016 to Oct 2019
- Jb Landscape & LawncareJun 2016 to Aug 2017
- University of Nebraska At LincolnMay 2015 to Aug 2019
- SchoolSep 2008 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (CO, NE).
Private Advisor Group, LLC
$57.7BAssets managed
170,206Clients
919Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7205733
- Firm CRD
- 155216