Larry Andreano

Employer firm

Advisory Advocates LLC CRD 284100

$159M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2010 → 03/2017
  Royal Securities Co
  Grand Rapids, MI
• 03/2017 → Present
  L.M. Kohn & Company
  Cincinnati, OH
• 06/2025 → Present
  Advisory Advocates Llc
  Grand Rapids, MI

Previous Registrations

• 2017-04-21 → 2025-09-08
  L.M. Kohn & Company
  Grand Rapids, MI
  Cincinnati, OH
  Holland, MI
• 2010-12-10 → 2016-12-31
  Royal Advisors, Llc
  Grandville, MI
  Grand Rapids, MI
• 2009-05-11 → 2010-11-04
  Oppenheimer & Co. Inc.
  Grand Rapids, MI
• 2006-04-18 → 2009-05-13
  Ubs Financial Services Inc.
  Grand Rapids, MI
  Grand Rapids, MI

Other Businesses

SAIL, LLC 2068 S SHORE DRIVE, HOLLAND, MI 49423; SAIL, LLC OWNS APARTMENTS AND IS NOT AN INVESTMENT RELATED BUSINESS. I CONTROL 65%. SAIL, LLC WAS FORMED IN MARCH 2004. I DEVOTE NO TIME DURING NORMAL BUSINESS HOURS TO THIS HOLDING. SAIL, LLC UTILIZES A PROPERTY MANAGEMENT FIRM TO HANDLE DAY TO DAY OPERATIONS. I RECIEVE NO COMPENSATION AT THIS TIME.

Exams

• S66 Uniform Combined State Law Examination
  2006-01-05

Other Names

• Larry Andreano