AL

Anthony C. Louvaris

Some features on this profile are disabled
CRD#: 1310604
AL

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Anthony Charles Louvaris, who also goes by Tony Louvaris, was a registered financial professional .

Anthony is a previously registered financial professional and started their career in finance in 1987. Anthony had worked at 8 firms and has passed the Series 63, Series 31, Series 7, Series 6, Series 27 and Series 24 exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


Tony Louvaris

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

September 6, 1996 - July 21, 1997

ADDISON FINANCIAL SERVICES, INC.

BD
CRD#: 23746
PALM HARBOR, FL
Past

March 27, 1995 - August 28, 1996

ICAP/INVESTMENT SERVICES AND TRADING, LLC

BD
CRD#: 31271
HAVERSTRAW, NY
Past

June 16, 1994 - March 2, 1995

MERIDIAN ASSET MANAGEMENT, INC.

BD
CRD#: 29223
TALLAHASSEE, FL
Past

February 22, 1993 - May 14, 1994

DMG SECURITIES, INC.

BD
CRD#: 15480
GREAT FALLS, VA
Past

May 14, 1992 - February 2, 1993

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY
Past

May 14, 1992 - February 2, 1993

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY
Past

August 1, 1991 - May 11, 1992

IFMG SECURITIES, INC.

BD
CRD#: 14416
PURCHASE, NY
Past

July 7, 1987 - August 1, 1991

PAMCO SECURITIES AND INSURANCE SERVICES

BD
CRD#: 11028

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
General Industry/Product Exam
RR
Series 31
Date: 10/23/1996
Futures Managed Funds Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


AF
ADDISON FINANCIAL SERVICES, INC.
ADDISON FINANCIAL SERVICES, INC.

CRD#: 23746 / SEC#: , 8-40716

BD
Terminated by SEC on 09/18/1998
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
Florida since 10/01/1988
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ADDISON FINANCIAL SERVICES, INC.

CRD#: 23746

TRUST BUT VERIFY

Monitor Anthony Louvaris

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Guy David Peel
Guy PeelAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Helena, MT
Mark Brown
Mark BrownAdvisorCheck Check Mark
AUSDAL FINANCIAL PARTNERS, INC.
IAR
RR
Estero, FL
Jeffrey Paul Meotti
Jeffrey MeottiAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
MADISON, CT
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.