Founding Partner · Kelman Lazarov Inc
Ronald J. Lazarov
CRD 872581 · Named on Form ADV at one SEC-registered adviser
At a glance
Kelman Lazarov Inc, an SEC-registered wealth manager based in Memphis, TN with $895 million in regulatory assets, lists Ronald J. Lazarov on its Form ADV as Founding Partner, a control person.
Firms and roles
- Kelman Lazarov IncFounding PartnerWealth manager · Memphis, TN · $895M in regulatory assets
AtlasMembers
Ronald’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (8)
- Martin S. KelmanChairman, Kelman Lazarov Inc
- Michael MunekataChief Compliance Officer, Kelman Lazarov Inc
- Keith F. SchmittPresident/director of Financial Planning, Kelman Lazarov Inc
- Andrew D BuzanTreasurer/chief Investment Officer, Kelman Lazarov Inc
- Patrick J. O'HearnSecretary/senior Financial Advisor, Kelman Lazarov Inc
3 more people named with Ronald on the same filings, with titles and firms. Free in Atlas with a free account.
See all 8 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Ronald’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.