Unclaimed Profile

Jeffrey Reed Wagner

LVW ADVISORS, LLC·PITTSFORD, New York

Clean recordLVW ADVISORS, LLC

67B MONROE AVENUE, PITTSFORD, NY 14534CRD# 4726201Firm CRD# 159403

Profile Verification

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

Identity

Jeffrey Reed Wagner · PITTSFORD, NY

Registration

CRD #4726201 · LVW ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jeffrey Reed Wagner is a registered financial advisor based in PITTSFORD, New York, affiliated with LVW ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

LVW ADVISORS, LLC

AUM

$2.1B

Regulatory assets under management

Employees

Total firm employees

View all advisors at LVW ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 4726201

Firm CRD# 159403

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jeffrey Reed Wagner offer?

Jeffrey Reed Wagner specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PITTSFORD, New York for a consultation.

What are Jeffrey Reed Wagner's credentials?

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

Where is Jeffrey Reed Wagner located?

Jeffrey Reed Wagner is based in PITTSFORD, New York, working with LVW ADVISORS, LLC. Their office serves clients in the PITTSFORD metropolitan area and surrounding communities.

How does Jeffrey Reed Wagner charge for services?

Jeffrey Reed Wagner's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LVW ADVISORS, LLC?

LVW ADVISORS, LLC has approximately 19 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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