Ricardo
Litvak

Litvak Wealth, LLC

CRD#2476755
Investment Advisor
in Norwalk, CT

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About this Advisor

Ricardo Litvak is a financial advisor based in Norwalk, Connecticut with a total of 9 years of relevant experience. Litvak is on the advisory team at Litvak Wealth, LLC. During their career, the advisor has held roles at Morgan Stanley & Co. Inc, Morgan Stanley Smith Barney, Litvak Wealth, LLC and Litvak Solutions, LLC. Litvak has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in California, Connecticut, Louisiana, New York and Texas. Litvak Wealth, LLC is a registered investment business operating out of Norwalk, CT. It has $411 million in assets across its 163 accounts, making it one of the bigger investment advisory firms in the country by assets under management. Of its 163 customer accounts, 89% belong to high-net-worth individuals who have greater than $1 million in assets. The advisory firm has a few services, such as portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules largely depend on which services the firm provides the client. Fee types billed by Litvak Wealth, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

9 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

Ricardo Litvak Work History

Ricardo has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

Litvak Wealth, LLC

2014 - Present (10 years)

Litvak Solutions, LLC

2009 - 2014 (5 years)

Morgan Stanley Smith Barney

2008 - 2014 (6 years)

Morgan Stanley & Co. Inc

*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 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

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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