Lvw Advisors, LLC

Lvw Advisors, LLC (CRD# 159403) is a financial advisory firm headquartered in Pittsford, NY. They manage $2,077,986,442 in 2,008 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,078
    MILLION
  • Total Number of Accounts
    2,008
    ACCOUNTS
  • Average Account Value
    $1,034,854
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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)
  • Other
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, CT, FL, GA, MA, NJ, NY, PA, TX, WI

Financial Advisors at Lvw Advisors, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Jonathan Thomas
CRD#: 6135689
67b Monroe Avenue, Pittsford, NY 14534

Jonathan Thomas (CRD# 6135689) is an Investment Advisor Representative working at Lvw Advisors, LLC in Pittsford, NY and has over 4 years of experience in the finance industry. Jonathan Thomas 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
Christopher R. Van Buren
CRD#: 5665940
Clifton Park, NY

Christopher Van Buren (CRD# 5665940) is an Investment Advisor Representative working at Lvw Advisors, LLC in Clifton Park, NY and has over 12 years of experience in the finance industry. Christopher Van Buren 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.

3
Joseph P. Zappia
CRD#: 1768589
67b Monroe Avenue, Pittsford, NY 14534

Joseph Zappia (CRD# 1768589) is an Investment Advisor Representative working at Lvw Advisors, LLC in Pittsford, NY and has over 33 years of experience in the finance industry.

4
Conner T. Boillat
CRD#: 5558933
67b Monroe Avenue, Pittsford, NY 14534

Conner Boillat (CRD# 5558933) is an Investment Advisor Representative working at Lvw Advisors, LLC in Pittsford, NY and has 1 year of experience in the finance industry. Conner Boillat 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.

5
Paul E. Salvetti
CRD#: 5639322
67b Monroe Avenue, Pittsford, NY 14534

Paul Salvetti (CRD# 5639322) is an Investment Advisor Representative working at Lvw Advisors, LLC in Pittsford, NY and has 1 year of experience in the finance industry.

6
Lori A. Van Dusen
CRD#: 1556941
67b Monroe Avenue, Pittsford, NY 14534

Lori Van Dusen (CRD# 1556941) is an Investment Advisor Representative working at Lvw Advisors, LLC in Pittsford, NY and has over 35 years of experience in the finance industry.

7
Richard H. Van Kuren
CRD#: 2521644
67b Monroe Avenue, Pittsford, NY 14534

Richard Van Kuren (CRD# 2521644) is an Investment Advisor Representative working at Lvw Advisors, LLC in Pittsford, NY and has over 22 years of experience in the finance industry.

8
Jeffrey R. Wagner
CRD#: 4726201
67b Monroe Avenue, Pittsford, NY 14534

Jeffrey Wagner (CRD# 4726201) is an Investment Advisor Representative working at Lvw Advisors, LLC in Pittsford, NY and has over 17 years of experience in the finance industry.

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