Lvw Advisors, LLC

Lvw Advisors, LLC (CRD# 159403) is a financial advisory firm headquartered in Pittsford, NY. They manage $1,769,700,048 in 1,313 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,770
    MILLION
  • Total Number of Accounts
    1,313
    ACCOUNTS
  • Average Account Value
    $1,347,829
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, GA, MA, NH, NY, PA, TX

Financial Advisors at Lvw Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Theodore Garofola
CRD#: 2348012
67b Monroe Avenue, Pittsford, NY 14534
96
Wealthminder
score

Theodore Garofola (CRD# 2348012) is an Investment Advisor Representative working at Lvw Advisors, LLC in Pittsford, NY and has over 23 years of experience in the finance industry. Theodore Garofola has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Joseph P. Zappia
CRD#: 1768589
67b Monroe Avenue, Pittsford, NY 14534
93
Wealthminder
score

Joseph Zappia (CRD# 1768589) is an Investment Advisor Representative working at Lvw Advisors, LLC in Pittsford, NY and has over 28 years of experience in the finance industry.

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