“Oppenheimer Asset Management Inc. (OAM) and the Oppenheimer Trust Company of Delaware are wholly owned subsidiaries of Oppenheimer Holdings Inc., which also wholly owns Oppenheimer & Co. Inc. (Oppenheimer), a registered ” — firm_official
Firm type — bank_brokerage (medium)
“Oppenheimer Asset Management Inc. (OAM) and the Oppenheimer Trust Company of Delaware are wholly owned subsidiaries of Oppenheimer Holdings Inc., which also wholly owns Oppenheimer & Co. Inc. (Oppenheimer), a registered ” — firm_official
“Christopher Lazos has worked in the financial services industry since 2002, and joined Oppenheimer & Co. Inc. ("Oppenheimer") in 2008.” — firm_official
Designations — — (medium)
“Christopher Lazos has worked in the financial services industry since 2002, and joined Oppenheimer & Co. Inc. ("Oppenheimer") in 2008. In 2016, the firm awarded Chris the title of Managing Director – Investments.” — firm_official
“His minimum for new business is $5 million, unless there are extenuating circumstances.” — firm_official
“"Minimum account size for new business":"$5M"” — forbes_shook
Typical client net worth ($M) — 10 (high)
“"Typical Net Worth of Relationships":"$10-300M"” — forbes_shook
Client niche — entrepreneurs, corporate executives, law-firm partners and wealthy retirees; concierge practice serving people and businesses relocating to Puerto Rico (high)
“Lazos manages a concierge practice for a limited number of clients. Among Chris's strongest client relationships are entrepreneurs, corporate executives, partners at legal firms and retirees who have accumulated signific” — firm_official
“In 2021, Chris spearheaded efforts to establish an Oppenheimer presence in Puerto Rico, catering to individuals and businesses who relocated to the island.” — firm_official
Custodians — gap: not_applicable
Fee model — fee_plus_commission (medium)
“If you select any one or more of the advisory services (i.e., Planning Services) offered by Oppenheimer & Co. Inc. or its affiliate Oppenheimer Asset Management Inc., we will be acting in an advisory capacity If you ask ” — firm_official
“The Lazos Group | Oppenheimer & Co. Inc.” — firm_official
Value proposition (verbatim) — Action Through Discipline, Not Emotion. Nobody likes uncertainty. Knowing exactly what to expect from your financial advisor is the bedrock of a strong relationship. We balance independent, cutting-edge investment advice with a very personal approach, keeping you constantly updated on what matters most to you. (high)
“Nobody likes uncertainty. Knowing exactly what to expect from your financial advisor is the bedrock of a strong relationship. We balance independent, cutting-edge investment advice with a very personal approach, keeping ” — firm_official
“Everything we do for you bears our hallmarks of elegance and simplicity.” — firm_official
Differentiators — Action through discipline, not emotion — process-driven yet agile, Concierge practice deliberately kept to a small number of relationships, 24-hour resolution standard for any client question or inquiry, Multi-generational wealth planning with tax efficiency and estate planning, Collaborates with clients' tax, legal and family/multi-family office advisors (high)
“Understanding your unique objectives leads to a coherent, actionable plan—one we set out to accomplish together. On the path to success, we are process driven, while remaining agile and ready to take advantage of emergin” — firm_official
“By keeping his practice to a relatively small number of relationships, Chris offers an exceptional service model that focuses on in-depth financial planning, institutional level investment management, periodic scheduled ” — firm_official
Content marketing — none (medium)
“Market Strategy Radar Screen Weekly by John Stoltzfus ... by Oppenheimer & Co. Inc.” — firm_official
Has podcast — no (medium)
“Admiral Mike Rogers on the Age of AI-Powered Threats” — firm_official
Books published — 0 (low)
“Chris has three children with his wife Marissa, enjoys skiing, golfing, fishing, and spending time with his family. He has also been a long-time participant in philanthropic projects and is a passionate advocate for Shat” — firm_official
“Christopher M. Lazos on LinkedIn: The Lazos Group | Oppenheimer & Co. Inc. | 50 comments” — social_or_third_party_db
Press awards — OnWallStreet Top 25 Regional Advisors Under 40 (2016–2021), Financial Planning Top 40 Under 40 / Top Regional Under 40 (high)
“In the same year, and subsequently from 2017 through 2021, he was named as one of the Top 25 Regional Advisors Under 40 by OnWallStreet Magazine.” — firm_official
“Top 40 Under 40 | Top Regional Under 40” — firm_official
Visual brand notes — Standard Oppenheimer corporate template: black wordmark, blue accents, white space. Hero pairs NYC skyline with Puerto Rico coastline imagery, signaling the dual New York / Dorado footprint. Restrained, institutional, no bespoke team identity. (high)
