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Melbourne, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-22 |
| TX | RA | APPROVED_RES | 2023-07-03 |
| NY | RA | APPROVED | 2021-04-08 |
Branch Locations
21 Bridge Square, Westport, CT 06880 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-03-28 |
Branch Locations
New York, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-15 |
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