ADVUS FINANCIAL PARTNERS, LLC

WINTER PARK, Florida·4 registered advisors·CRD# 311990
SEC# 801-1204581407-585-1160
01

Firm Overview

AUM
$2.8B
Regulatory assets under management
Employees
18
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at ADVUS FINANCIAL PARTNERS, LLC

4 registered advisors
Andrew Stephen Zito
LAKE MARY, Florida
Charles Harvey Lydecker
WINTER PARK, Florida
Mark Lamoriello
WINTER PARK, Florida
Sally Ann Hanley-Whitworth
WINTER PARK, Florida
05

Office Locations

WINTER PARK, Florida
3 advisors
LAKE MARY, Florida
1 advisor

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Data sourced from SEC Form ADV filings. ADVUS FINANCIAL PARTNERS, LLC (CRD# 311990) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.