# Ellen Lazarus

> Ellen Lazarus is a fee-only financial advisor at Charles Pratt & Company in New York, New York. Charles Pratt & Company reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/ellen-lazarus/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Charles Pratt & Company
- **Based in:** New York, New York
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $916.1M across 544 accounts
- **Works with:** Multi-generational families
- **CRD:** 1253495 (https://adviserinfo.sec.gov/individual/summary/1253495)
- **SEC registration:** Investment adviser representative in NY
- **Exams passed:** Series 63 (1996), Series 65 (1996)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** http://www.charlespratt.com

## Frequently asked questions

### Is Ellen Lazarus a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Ellen holds no broker registration, and Charles Pratt & Company reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Ellen charge for financial advice?

Ellen's firm, Charles Pratt & Company, reports charging a percentage of assets on its SEC Form ADV.

### Where is Ellen Lazarus based?

Ellen Lazarus is based in New York, New York.

### Is Ellen Lazarus registered with the SEC?

Yes. Ellen Lazarus is registered as an investment adviser representative in NY (CRD 1253495), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Charles Pratt & Company manage?

Charles Pratt & Company reports $916.1M across 544 accounts in assets under management.

### How do I contact Ellen Lazarus?

Through Ellen's website, www.charlespratt.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1253495): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (http://www.charlespratt.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.