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Kim Congdon Pugliese

LVW ADVISORS, LLC·PITTSFORD, New York
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67B MONROE AVENUE, PITTSFORD, NY 14534CRD# 1272725Firm CRD# 159403
01

About

Kim Congdon Pugliese 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# 1272725
Firm CRD# 159403
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kim Congdon Pugliese offer?
Kim Congdon Pugliese specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PITTSFORD, New York for a consultation.
What are Kim Congdon Pugliese's credentials?
Kim Congdon Pugliese is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kim Congdon Pugliese located?
Kim Congdon Pugliese 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 Kim Congdon Pugliese charge for services?
Kim Congdon Pugliese'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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