Louis Baviello, financial advisor Lemoyne PA
93 score

Louis Baviello

CRD Number: 6001268
Current Firm: Great Valley Advisor Group, Inc.

Louis Baviello (CRD# 6001268) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Lemoyne, PA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Baltimore, MD May 2016 - Current < 1
Great Valley Advisor Group Wilmington, DE May 2016 - Current < 1
Janney Montgomery Scott, LLC Lemoyne, PA Jul 2014 - May 2016 1
Bank Of America, N.a. Reston, VA Dec 2012 - Jul 2014 1
Merrill Lynch, Pierce, Fenner And Smith Incorporated Reston, VA May 2012 - Jul 2014 2
Maple Avenue Capital, LLC Fairfax, VA Mar 2011 - May 2012 1
Chain Bridge Investing, LLC Fairfax, VA Dec 2010 - Mar 2011 < 1
Kassira Financial, LLC Springfield, VA Aug 2010 - Mar 2011 < 1
Unemployed Fairfax, VA Jul 2009 - Aug 2010 1
X10 Capital Management, LLC Fairfax, VA May 2008 - Jul 2009 1
Stout Risius Ross, Inc. Mclean, VA Oct 2006 - May 2008 1
Ernst & Young Mclean, VA Jul 2006 - Oct 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2012
S65 NASAA Investment Advisors Law Examination Apr 2011
Contact Info for Louis C. Baviello
Phone Number: 302-483-7200
Firm Website: http://www.csfgllc.com
Registered State(s):
  • MD
  • TX
By the Numbers
  • Total Assets Under Management
    520
    MILLIONS
  • Total Number of Accounts
    3,438
    ACCOUNTS
  • Average Account Value
    $151,129
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

DC, DE, FL, GA, IA, ID, IL, IN, LA, MA, MD, MI, MN, MO, NC, NE, NJ, NY, OK, PA, SC, TX, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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