Jeffrey
Boris

Litvak Wealth, LLC

CRD#2684794
Investment Advisor
in Norwalk, CT

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About this Advisor

Jeffrey Boris is a financial advisor working out of Norwalk, Connecticut with 8 years of industry experience. Boris works at Litvak Wealth, LLC. During their career, the advisor has held roles at Commonfund Asset Management Company, Litvak Wealth, LLC and Litvak Solutions, LLC. Boris holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can operate in California, Connecticut, Louisiana, New York and Texas. Litvak Wealth, LLC is an advisory firm that has its headquarters in Norwalk, CT. It handles $411 million in assets among its 163 accounts, placing it among the bigger financial advisory firms in the country by assets under management. Of its 163 client accounts, 89% are associated with high-net-worth investors who have at least $1 million in investable assets. Litvak Wealth, LLC performs a few services, including portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management largely are based on the services offered. Fee types charged by Litvak Wealth, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

8 years

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

50 Washington Street Suite 301E
Norwalk, CT 06854

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Litvak Wealth, LLC Brokerage Details

Total Assets Under Management

$410,735,531

CT Average: $5,297,377,271
Total Number of Employees

4

CT Average: 35
Total Number of Accounts

163

CT Average: 690
Average Account Size

$2,519,850

CT Average: $7,677,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Jeffrey Boris Work History

Jeffrey has been registered as a financial advisor for 8 years.*

2014 - Present (10 years)

Litvak Wealth, LLC

2014 - Present (10 years)

Litvak Solutions, LLC

2000 - 2014 (14 years)

Commonfund Asset Management Company

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jeffrey Boris to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Litvak Wealth, LLC

Ricardo Litvak
Norwalk, CT
Jeffrey Boris
Norwalk, CT

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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