Unclaimed Profile

Jeffrey Peter Boris

LITVAK WEALTH, LLC·NORWALK, Connecticut

Clean recordLITVAK WEALTH, LLC

50 WASHINGTON STREET, NORWALK, CT 06854CRD# 2684794Firm CRD# 170805

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey Peter Boris · NORWALK, CT

Registration

CRD #2684794 · LITVAK WEALTH, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jeffrey Peter Boris is a registered financial advisor based in NORWALK, Connecticut, affiliated with LITVAK WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

LITVAK WEALTH, LLC

AUM

$449M

Regulatory assets under management

Employees

Total firm employees

View all advisors at LITVAK WEALTH, LLC →

Services

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2684794

Firm CRD# 170805

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Frequently Asked Questions

What services does Jeffrey Peter Boris offer?

Jeffrey Peter Boris specializes in Investment Management, Fee-Only Advisory. Contact their office in NORWALK, Connecticut for a consultation.

What are Jeffrey Peter Boris's credentials?

Jeffrey Peter Boris is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Peter Boris located?

Jeffrey Peter Boris is based in NORWALK, Connecticut, working with LITVAK WEALTH, LLC. Their office serves clients in the NORWALK metropolitan area and surrounding communities.

How does Jeffrey Peter Boris charge for services?

Jeffrey Peter Boris's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LITVAK WEALTH, LLC?

LITVAK WEALTH, LLC has approximately 5 employees and manages $449M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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