Allison Elizabeth Bell

Employer firm

Lvw Advisors, LLC CRD 159403

$2.47B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• CREDIT AND CASH MANAGEMENT SOLUTIONS, INSURANCE SOLUTIONS

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

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

Current Employers

Employment History

• 03/2022 → Present
  Lvw Advisors
  Pittsford, NY
• 06/2019 → 03/2022
  Ashford Advisors
  Pittsford, NY
• 08/2017 → 06/2019
  Generation Capital Management
  Victor, NY
• 08/2015 → 08/2017
  University Of Rochester
  Pittsford, NY
• 10/2025 → Present
  Lvw Advisors
  Pittsford, NY

Other Businesses

SUMMIT FEDERAL CREDIT UNION; ROCHESTER, NY; SUPERVISORY COMMITTEE MEMBER; BOARD OVERSIGHT AND COMPLIANCE; MARCH 2026; 3 HRS/MONTH; 0 TRADING HRS VERTUS HIGH SCHOOL; ROCHESTER, NY; TREASURER; FINANCE COMMITTEE OVERSIGHT; MARCH 2025; 3 HRS/MONTH; 0 TRADING HRS YWCA; ROCHESTER, NY; INVESTMENT COMMITTEE MEMBER; INVESTMENT MONITORING AND FINANCIAL STATEMENT ANALYSIS; JANUARY 2025; 1 HR/MONTH; 0 TRADING HRS

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-02-13

Other Names

• Allie Bell