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).
Total Assets Under Management1,770MILLION
Total Number of Accounts1,313ACCOUNTS
Average Account Value$1,347,829
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
CA, FL, GA, MA, NH, NY, PA, TX
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.
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.