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Juliana Paola Fajardo Andrade

LITVAK WEALTH, LLC·NORWALK, Connecticut
Series 7, Series 66Clean record19 years registeredLITVAK WEALTH, LLC
50 WASHINGTON STREET, NORWALK, CT 06854CRD# 4765241Firm CRD# 170805

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Juliana Paola Fajardo Andrade · NORWALK, CT
Registration
CRD #4765241 · LITVAK WEALTH, LLC · 19 years registered
Brand Profile
Not yet started
01

Career History

LITVAK WEALTH, LLC
Sep 2014 – present
MORGAN STANLEY
Jun 2009 – Jul 2014
NEW YORK, NY
MORGAN STANLEY & CO. INCORPORATED
Mar 2007 – Jun 2009
NEW YORK, NY
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · March 7, 2007
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LITVAK WEALTH, LLC
CRD 170805 · SEC 801-127511
AUM
$449M
Regulatory assets under management
Employees
5
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 →
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05

Frequently Asked Questions

What services does Juliana Paola Fajardo Andrade offer?
Juliana Paola Fajardo Andrade specializes in Investment Management, Fee-Only Advisory. Contact their office in NORWALK, Connecticut for a consultation.
What are Juliana Paola Fajardo Andrade's credentials?
Juliana Paola Fajardo Andrade is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Juliana Paola Fajardo Andrade located?
Juliana Paola Fajardo Andrade is based in NORWALK, Connecticut, working with LITVAK WEALTH, LLC. Their office serves clients in the NORWALK metropolitan area and surrounding communities.
How does Juliana Paola Fajardo Andrade charge for services?
Juliana Paola Fajardo Andrade'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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Jeffrey Peter Boris
NORWALK, CT
Ricardo Juan Litvak
NORWALK, CT

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