Louis Boyd Wolfowitz
Professional Summary
Louis Boyd Wolfowitz, who also goes by Louis B Wolfowitz, was a registered financial advisor. Louis was a previously registered financial professional and started their career in finance 1990 - 2021. Louis had worked at 5 firms and has passed the Series 66, Series 63, Series 79TO, Series 7TO, SIE, Series 87, Series 86, Series 7, Series 14, Series 24 and Series 53 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Louis B Wolfowitz
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures on record.
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Years of Experience
29 years in the financial services industry
Current & Past Employments
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Current Firm
SAVILLS CAPITAL MARKETS LLC | SAVILLS STUDLEY SECURITIES LLC
Contact Information
Established
Delaware since 04/12/2017Firm Type
Limited Liability CompanyFiscal Year End
DecemberDocuments
Direct owners and executive officers
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSeries 87 — Research Analyst Exam - Part II Regulations Module
Passed May 2004About the Series 87 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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