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Elizabeth Zuik Lavoie

Lavoie Wealth Advisors LLC

Cambridge, MA

CRD 4447461

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Employer firm

Lavoie Wealth Advisors LLC CRD 340995

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Lavoie Wealth Advisors Llc

Cambridge, MA • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-03-30
  • MA RA
    APPROVED
    Since 2026-03-30

Branch Locations

Cambridge, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lexington Wealth Management, Inc. Lexington MA 06/2016 10/2019
Hightower Advisors, Llc Dba Lexington Wealth Management Lexington MA 10/2019 11/2024
Unemployed Cambridge MA 12/2024 02/2026
Lavoie Wealth Advisors Llc Cambridge MA 03/2026 Present
  • 06/2016 → 10/2019
    Lexington Wealth Management, Inc.
    Lexington, MA
  • 10/2019 → 11/2024
    Hightower Advisors, Llc Dba Lexington Wealth Management
    Lexington, MA
  • 12/2024 → 02/2026
    Unemployed
    Cambridge, MA
  • 03/2026 → Present
    Lavoie Wealth Advisors Llc
    Cambridge, MA
Previous Registrations
Designations
  • Chartered Financial Analyst
Other Names
  • Elizabeth S Zuik

View on SEC IAPD

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