Joseph
Zappia
Lvw Advisors, LLC
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About this Advisor
Joseph Zappia is a financial advisor based in Pittsford, New York, working with Lvw Advisors, LLC. Joseph has previously held a position at Lvw Advisors, LLC D/B/A Zappia Family Wealth. Joseph has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New York and Texas. Currently, Joseph 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
Joseph Zappia Work History
Lvw Advisors, LLC D/B/A Zappia Family Wealth
Disclosures
Please visit the SEC profile of Joseph Zappia 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
Pittsford, NY
Clifton Park, NY
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