Ellen Lazarus is a registered investment advisor at Charles Pratt & Company, L.L.C., based in New York, NY, with 4 years of industry experience. Ellen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 332 clients with $880M in assets under management.
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Charles Pratt & Company can help you select and monitor third-party money managers. There are no additional fees for this service beyond what the third-party manager charges. CP & Co. also manages individual client funds, but there are no additional fees for this service.
Location
767 Third Avenue, New York, NY, 10017-9026
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Charles Pratt & Company, L.L.C.
State Registrations1 state
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