Skip to content

Patrick Joseph Leonard

Investment adviser representative at Lazard Asset Management LLC
14 yearsExperience
1 stateRegistered in
$120.5BFirm assets
23 yearsFirm in business

Are you Patrick Joseph Leonard? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

14 years in the industry.

  1. Lazard Asset Management LLCNov 2024 to now
  2. Lazard Asset Management Securities LLCNov 2024 to now
  3. Goldman SachsJul 2023 to Nov 2024
  4. Bentley UnivesritySep 2022 to May 2023
  5. Goldman SachsJun 2022 to Aug 2022
  6. Science Applications International CorporationSep 2021 to Mar 2022
  7. Next Press LLCJul 2021 to Sep 2021
  8. Saratoga National Golf CourseMay 2017 to Jul 2021
  9. New York State Ski Education FoundationDec 2016 to Feb 2021
  10. Shenendehows Central School DistrictJan 2012 to Dec 2016

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 1 state (TX).

Lazard Asset Management LLC

$120.5BAssets managed
5,110Clients
32Advisers
23 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
7786491
Firm CRD
122836
Advisor's SEC record (opens in a new tab)
CallContact this firm