Ashley
Sullivan
Lvw Advisors, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Ashley Sullivan is a certified financial planner operating in Pittsford, New York, with 1 year of industry experience. Sullivan is currently employed by Lvw Advisors, LLC. Throughout their career, Sullivan has worked at Charles Schwab & Co., Inc, Charles Schwab Bank and Lvw Advisors, LLC. Sullivan maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in New York. Lvw Advisors, LLC is an advisory company headquartered in Pittsford, NY. The company has offices in two locations and a total of 19 financial advisors. It handles $2 billion in assets between its 2,316 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides services to nine charities and foundations. Of its 2,316 customer accounts, 43% are held by high-net-worth individuals who have at least $1 million in investable assets. The advisory firm offers a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees for financial management typically depend on the type of services. Fees billed by Lvw Advisors, LLC can consist of some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Lvw Advisors, LLC Brokerage Details
$1,933,785,391
19
2,316
$834,968
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Ashley Sullivan Work History
Ashley has been registered as a financial advisor for 1 years.*
Lvw Advisors, LLC
Charles Schwab & Co., Inc
Charles Schwab Bank
*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 Ashley Sullivan 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 Lvw Advisors, LLC
Pittsford, NY
Pittsford, NY
Pittsford, NY
Clifton Park, NY
Pittsford, NY
Pittsford, NY
Pittsford, NY
Pittsford, NY
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
