Lvw Advisors, LLC

Lvw Advisors, LLC (CRD# 159403) is a financial advisory firm headquartered in Pittsford, NY. They manage $2,137,887,826 in 2,516 accounts and serve the financial needs of clients across 14 states (or territories).

Current Firm Details
67b Monroe Avenue, Pittsford, NY 14534
https://linkedin.com/company/lvw-advisors/
By the Numbers
  • Total Assets Under Management
    2,138
    MILLION
  • Total Number of Accounts
    2,516
    ACCOUNTS
  • Average Account Value
    $849,717
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)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, CT, FL, GA, IL, MA, NC, NJ, NY, PA, SC, TX, WI

Financial Advisors at Lvw Advisors, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Jonathan Thomas, financial advisor Pittsford NY
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 7 years of experience in the finance industry.

2
Christopher Van Buren, financial advisor Pittsford NY
Christopher R. Van Buren
CRD#: 5665940
67b Monroe Avenue, Pittsford, NY 14534

Christopher Van Buren (CRD# 5665940) is an Investment Advisor Representative working at Lvw Advisors, LLC in Pittsford, NY and has over 14 years of experience in the finance industry.

3
Joseph Zappia, financial advisor Pittsford NY
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 36 years of experience in the finance industry.

4
Allison Bell, financial advisor Pittsford NY
Allison E. Bell
CRD#: 7839412
67b Monroe Avenue, Pittsford, NY 14534

Allison Bell (CRD# 7839412) is an Investment Advisor Representative working at Lvw Advisors, LLC in Pittsford, NY and has 1 year of experience in the finance industry.

5
Paul Salvetti, financial advisor Pittsford NY
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 Van Dusen, financial advisor Pittsford NY
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 37 years of experience in the finance industry.

7
Richard Van Kuren, financial advisor Pittsford NY
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 25 years of experience in the finance industry.

8
Jeffrey Wagner, financial advisor Pittsford NY
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 20 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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