Maxwell Caufield Skidmore
Investment adviser representative at Lazard Asset Management LLC
11 yearsExperience
1 stateRegistered in
$120.5BFirm assets
23 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Lazard Asset Management LLCApr 2026 to now
- Lazard Asset Management Securities LLCApr 2026 to now
- J.P. Morgan Securities LLCJun 2025 to Apr 2026
- JPMorgan Chase Bank, N.A.Jun 2025 to Apr 2026
- JPMorgan Chase BankJun 2024 to Aug 2024
- Rocky's AquaMay 2024 to Jun 2024
- Rocky's AquaJun 2023 to Aug 2023
- University of ConnecticutAug 2022 to May 2025
- Barnum Financial GroupJun 2022 to Aug 2022
- Connecticut CollegeAug 2021 to May 2022
- Rocky's AquaJun 2021 to Aug 2021
- The Morgan SchoolSep 2020 to May 2021
- Rocky's AquaJun 2020 to Aug 2020
- Shanks Waterfront DiningApr 2018 to Jun 2020
- UnemployedJun 2015 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2026
- Series 65 · Uniform Investment Adviser Law2026
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
- 8126448
- Firm CRD
- 122836