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Current Employers
Lvs Advisory Llc

Melbourne, FL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-09-22
TX RA APPROVED_RES 2023-07-03
NY RA APPROVED 2021-04-08
  • FL RA
    APPROVED
    Since 2025-09-22
  • TX RA
    APPROVED_RES
    Since 2023-07-03
  • NY RA
    APPROVED
    Since 2021-04-08

Branch Locations

Melbourne, FL • United States

Greater Wealth

21 Bridge Square, Westport, CT 06880 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2024-03-28
  • CT RA
    APPROVED
    Since 2024-03-28

Branch Locations

New York, NY • 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
Anaxi Capital Management Llc Bayonne NJ 10/2016 09/2017
Self-Employed Bayonee NJ 06/2016 09/2016
Overlook Rock Asset Management New York NY 09/2017 10/2018
Lvs Advisory Melbourne FL 11/2018 Present
Greater Wealth Westport CT 02/2023 Present
  • 10/2016 → 09/2017
    Anaxi Capital Management Llc
    Bayonne, NJ
  • 06/2016 → 09/2016
    Self-Employed
    Bayonee, NJ
  • 09/2017 → 10/2018
    Overlook Rock Asset Management
    New York, NY
  • 11/2018 → Present
    Lvs Advisory
    Melbourne, FL
  • 02/2023 → Present
    Westport, CT
Previous Registrations
  • 2018-03-08 → 2018-11-29
    Overlook Rock Asset Management Llc
    Houston, TX
  • 2017-02-06 → 2017-12-15
    Anaxi Capital Management Llc
    Bayonne, NJ
Other Businesses

Luis Sanchez is also a Managing Partner of Greater Wealth LLC. Greater Wealth LLC is a registered investment advisor located at 21 Bridge St., Westport, CT 06880. This is an investment business that serves as a wealth management company for individuals, families, and institutions. Luis's role is Managing Partner and he is a 50% owner of the company. Luis assists with making investment recommendations for clients which involves meeting with clients, researching investments, opening accounts, executing investment decisions, and reporting the results of portfolio performance. Greater Wealth was founded in 2023 and received its license to operate as a registered investment advisor in March 2024. Luis spends approximately 5-10 hours per week working with Greater Wealth. Luis devotes roughly 5 hours per week to Greater Wealth during securities trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-12-15
  • S65 Uniform Investment Adviser Law Examination
    2016-12-15
Designations
Other Names
  • Luis Sanchez

View on SEC IAPD

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