Brian Lasher
Advisor at Euclid Harding, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Euclid Harding, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Euclid Harding, LLC
Location
Norwalk, CT
Credentials
Series 63, Series 65
Industry experience
6 years
Brian Lasher is a financial advisor at Euclid Harding, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at CIG Securities, CIG Asset Management Inc., CIG Capital Advisors, Rueone Investments, and Federal St. Partners. Outside of his advisory role, he maintains a fixed insurance sales and service business. Euclid Harding provides comprehensive financial planning and discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a strategic asset-allocation approach across a diversified range of securities and offers specialized services including ERISA 3(21) retirement-plan advisory.
Based on Euclid Harding, LLC
Based on Euclid Harding, LLC
Comprehensive financial plan fees are flat rates ranging from $2,500 to $20,000; ongoing financial planning fixed annual fees from $6,000 to $40,000 paid quarterly in advance
$0 - $1,000,000: 1.25% annually $1,000,000.01 - $3,000,000: 1.00% annually $3,000,000.01 - $10,000,000: 0.80% annually $10,000,000.01+: 0.60% annually
Project-based financial planning services hourly rate up to $500/hr
Account minimum: $150,000 Minimum fee: $750 per quarter minimum fee for AUM and AUA services Fee-only: Comprehensive financial planning flat fees range from $2,500 to $20,000; project-based planning fees up to $500/hr; ongoing financial planning fixed annual fees from $6,000 to $40,000 paid quarterly in advance
Norwalk, CT
Connecticut · Louisiana
Euclid Harding, LLC
2025 - Present (1 year)
Euclid Harding, LLC
2025 - Present (1 year)
CIG Securities
2023 - 2025 (2 years)
CIG Asset Management Inc.
2019 - 2025 (6 years)
CIG Capital Advisors
2018 - 2025 (7 years)
Rueone Investments
2016 - 2018 (2 years)
Federal St. Partners
2007 - 2016 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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