Ricardo
Litvak
Litvak Wealth, LLC
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About this Advisor
Ricardo Litvak is a financial advisor based in Norwalk, Connecticut, working with Litvak Wealth, LLC. Ricardo has previously held positions at Litvak Wealth, LLC and Litvak Solutions, LLC. Ricardo has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut and Texas. Currently, Ricardo is part of Litvak Wealth, LLC, which operates out of Norwalk, Connecticut. The firm has 5 employees and manages assets totaling $449 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, as well as the selection of other advisers. The fee structure at Litvak Wealth, LLC is asset-based.
Certifications and Registrations
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Litvak Wealth, LLC Brokerage Details
$449,007,175
5
179
$2,508,420
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Ricardo Litvak Work History
Litvak Wealth, LLC
Litvak Solutions, LLC
Disclosures
Please visit the SEC profile of Ricardo Litvak 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
Norwalk, CT
Norwalk, CT
Norwalk, CT
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