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Edward Lazaro

Private Advisor Group, LLC
35 Years of Experience
Lincoln, NE
1 DisclosureBroker
View SEC Summary
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Edward Lazaro is a registered investment advisor at Private Advisor Group, LLC, based in Lincoln, NE, with 35 years of industry experience. Edward is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 142,225 clients with $44B in assets under management.

Private Advisor Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
930 advisors
Number of Clients
142,225 clients
Average Client Portfolio
$312K average
Assets Under Management
$44.3B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee is 2.00%, negotiable based on assets, account composition, and complexity.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Lincoln, NE

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2001
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Edward operates under the DBAs Lazaro Wealth Consultants and Juno Private Wealth for his LPL business, dedicating full-time hours to these activities. He also provides investment advisory services through Private Advisor Group, spending full-time hours on this as well.

Employment History
Current Registrations
Private Advisor Group, LLC
May 2024 - Present · 2 yrs 5 mos
LPL Financial LLCBroker
May 2024 - Present · 2 yrs 5 mos
LPL Financial LLC
May 2024 - Present · 2 yrs 5 mos
Previous Registrations
LPL Financial LLC
June 2025 - July 2026 · 1 yr 1 mo
Crown Capital Securities, L.P.
December 2003 - April 2024 · 20 yrs 4 mos
Crown Capital Securities, L.P.Broker
December 2003 - May 2024 · 20 yrs 5 mos
Questar Capital Corporation
January 2003 - December 2003 · 11 mos
Questar Capital CorporationBroker
December 2002 - December 2003 · 1 yr
Cambridge Investment Reserarch, INC.
October 1998 - December 2002 · 4 yrs 2 mos
Cambridge Investment Research, INC.Broker
October 1998 - December 2002 · 4 yrs 2 mos
U.S. Bancorp Investments, INC.Broker
February 1995 - October 1998 · 3 yrs 8 mos
Liberty Securities CorporationBroker
April 1994 - March 1995 · 11 mos
Wall Street Investor ServicesBroker
July 1992 - May 1994 · 1 yr 10 mos
The Prudential Insurance Company of AmericaBroker
November 1990 - June 1992 · 1 yr 7 mos
Pruco Securities CorporationBroker
November 1990 - June 1992 · 1 yr 7 mos
State Registrations17 states
ARAZCACOFLKSMAMIMONCNENMNVTNTXUTWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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