Unclaimed Profile

Jeffrey Peter Boris

LITVAK WEALTH, LLC·NORWALK, Connecticut

Series 7, Series 63, Series 65Clean record11 years registeredLITVAK 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 · 11 years registered

Brand Profile

Not yet started

Career History

LITVAK WEALTH, LLC

Jun 2015 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · June 29, 2015

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LITVAK WEALTH, LLC

CRD 170805 · SEC 801-127511

AUM

$449M

Regulatory assets under management

Employees

179 client accounts

Services offered by LITVAK WEALTH, LLC

Per Form ADV

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at LITVAK WEALTH, LLC →

Introduction

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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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