LVW ADVISORS, LLC of PITTSFORD, NY is an SEC-registered investment adviser (CRD 159403). Regulatory assets under management: $2.5B.
Compensation: % of AUM, Fixed, Other.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other.
| Name | Role | Location |
|---|---|---|
| Lori Ann Van Dusen | CHIEF EXECUTIVE OFFICER | — |
| Joseph Patrick Zappia | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | — |
| Jeffrey Reed Wagner | SENIOR PARTNER AND PRINCIPAL | — |
| Richard Alan Dyer | CHIEF OPERATING OFFICER | — |
| VAN ZEE SHERRY ANN | CHIEF EXECUTIVE OFFICER; MANAGER; PRINCIPAL | — |
| PORTER CHRISTINE MARY | CHIEF COMPLIANCE OFFICER | — |
| VAN ZUTPHEN CORNELIUS H | CHIEF OPERATION OFFICER | — |
| HEMIUP VICTORIA ANN | CHIEF COMPLIANCE OFFICER | — |
| PUGLIESE KIM CONGDON | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER | — |
| ZAPPIA JOSEPH PATRICK | PRINCIPAL; PRINCIPAL AND CHIEF COMPLIANCE OFFICER | — |
| Magee Adam N | CHIEF COMPLIANCE OFFICER | — |
| WAGNER JEFFREY REED | SENIOR PARTNER AND PRINCIPAL | — |
| DYER RICHARD ALAN | CHIEF OPERATING OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | 5852674951 |
| — | — | 1 | 5852674918 |
| — | — | 1 | 5852674951 |
| — | — | 1 | 5852674918 |