Luis Sanchez (CRD# 6530417) is an Investment Advisor Representative working at Lvs Advisory LLC in New York, NY and has over 7 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Greater Wealth | New York, NY | Feb 2023 - Current | 1 |
| Lvs Advisory | New York, NY | Nov 2018 - Current | 5 |
| Overlook Rock Asset Management | New York, NY | Sep 2017 - Oct 2018 | 1 |
| Anaxi Capital Management LLC | Bayonne, NJ | Oct 2016 - Sep 2017 | < 1 |
| Self-employed | Bayonee, NJ | Jun 2016 - Sep 2016 | < 1 |
| Credit Suisse Securities (usa) LLC | New York, NY | Jul 2015 - May 2016 | < 1 |
| Wells Fargo Securities | Charlotte, NC | Sep 2013 - Jun 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2016 |
- FL
- NY
- TX
-
Total Assets Under Management9MILLIONS
-
Total Number of Accounts31ACCOUNTS
-
Average Account Value$300,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
FL, NY, TX
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