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Jeffrey Reed Wagner

Lvw Advisors, LLC

Pittsford, NY

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Current Employers
Lvw Advisors, Llc

67B Monroe Avenue, Pittsford, NY 14534 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-08-07
  • NY RA
    APPROVED
    Since 2021-08-07

Branch Locations

67B Monroe Avenue, Pittsford, NY 14534 • 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
Lvw Advisors Llc Pittsford NY 10/2011 Present
Previous Registrations
  • 2009-01-07 → 2011-10-12
    Convergent Wealth Advisors, Llc
    Potomac, MD
Other Businesses

GO LOW VENTURES, LLC; INVESTMENT RELATED; JUPITER, FL; INVESTMENT IN PRIVATE AND PUBLIC SECURITIES; MEMBER; START DATE 2026; 0 HRS MONTH.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-01-24
S63 Uniform Securities Agent State Law Examination 2004-02-27
  • S65 Uniform Investment Adviser Law Examination
    2007-01-24
  • S63 Uniform Securities Agent State Law Examination
    2004-02-27

View on SEC IAPD

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PITTSFORD, NY
ARMBRUSTER CAPITAL MANAGEMENT, INC. · PITTSFORD, NY
KICKSTAND WEALTH ADVISORS · PITTSFORD, NY
MARK ANDREW PAGANELLI · PITTSFORD, NY
MORGAN STANLEY · Pittsford, NY
CHARLES SCHWAB & CO., INC. · Pittsford, NY
COMMONWEALTH FINANCIAL NETWORK · Pittsford, NY
COMMONWEALTH FINANCIAL NETWORK · PITTSFORD, NY

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