Ellen Lazarus
Charles Pratt & Company · New York, New York
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.
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Who they serve
- Multi-generational families
Facts
| Firm | Charles Pratt & Company |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $916.1M across 544 accounts |
| SEC registration | Investment adviser representative in NY · CRD 1253495 |
| Exams passed | Series 63 (1996) · Series 65 (1996) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.charlespratt.com |
How Ellen's firm compares
- Charles Pratt & Company's average account is about $1.7 million, from its Form ADV (assets managed divided by 544 accounts).
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Questions about Ellen
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Charles Pratt & Company website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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