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Jeffrey Reed Wagner

LVW ADVISORS, LLC·PITTSFORD, New York
Unclaimed Profile
67B MONROE AVENUE, PITTSFORD, NY 14534CRD# 4726201Firm CRD# 159403
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
LVW ADVISORS, LLC
LVW ADVISORS, LLC
AUM
$2.1B
Regulatory assets under management
Employees
19
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
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4726201
Firm CRD# 159403
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Other advisors in PITTSFORD
Joseph Patrick Zappia — LVW ADVISORS, LLCVictoria Ann Hemiup — LVW ADVISORS, LLCRichard H Van Kuren — LVW ADVISORS, LLCScott Nasca — GENERATION CAPITAL MANAGEMENT LLCMichael Joseph Cudlipp — CUDLIPP ADVISOR SERVICES, LLC
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