Adam Russell Lazaro
Investment adviser representative at Everspire
10 yearsExperience
2 statesRegistered in
$247.7MFirm assets
7 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- EverspireJun 2021 to now
- Everspire (a dba of Aegis Wealth Group, LLC)Jun 2021 to now
- Mhl InvestmentsJun 2020 to now
- United AirlinesAug 2016 to now
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
Everspire
Legal name: Aegis Wealth Group, LLC
$247.7MAssets managed
803Clients
15Advisers
7 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
- 7269517
- Firm CRD
- 222515