Jeffrey Boris, financial advisor Norwalk CT

Jeffrey Boris

CRD Number: 2684794
Current Firm: Litvak Wealth, LLC

Jeffrey Boris (CRD# 2684794) is an Investment Advisor Representative working at Litvak Wealth, LLC in Norwalk, CT and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Litvak Wealth, LLC Weston, CT Sep 2014 - Current 9
Litvak Solutions, LLC Weston, CT Sep 2014 - Current 9
Commonfund Asset Management Company Wilton, CT Jun 2000 - Jul 2014 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1996
S65 NASAA Investment Advisors Law Examination Jun 2015
Contact Info for Jeffrey P. Boris
Phone Number: (203) 227-8000
Registered State(s):
  • CT
  • TX
By the Numbers
  • Total Assets Under Management
    449
    MILLIONS
  • Total Number of Accounts
    179
    ACCOUNTS
  • Average Account Value
    $2,508,420
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CT, LA, NY, TX

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