Jonathan
Thomas
Lvw Advisors, LLC
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About this Advisor
Jonathan Thomas is a financial advisor based in Pittsford, New York, working with Lvw Advisors, LLC. Jonathan has previously held positions at Mckinley Carter Wealth Services, Inc, Pnc Wealth Management, and Lvw Advisors LLC. Jonathan has passed the Series 65 regulatory exam and is registered to provide services in New York and Texas. Currently, Jonathan is part of Lvw Advisors, LLC, which operates out of Pittsford, New York. The firm has 2 offices and 19 employees. The firm manages assets totaling $2.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Lvw Advisors, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lvw Advisors, LLC Brokerage Details
$2,137,887,826
19
2,516
$849,717
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
Jonathan Thomas Work History
Lvw Advisors LLC
Mckinley Carter Wealth Services, Inc
Pnc Wealth Management
Disclosures
Please visit the SEC profile of Jonathan Thomas 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
Pittsford, NY
Pittsford, NY
Pittsford, NY
Clifton Park, NY
Pittsford, NY
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