Bruce I. Lavine

ASTORIA PORTFOLIO ADVISORS LLC

San Anselmo, CA

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CRD#: 2513457

Professional summary

Bruce Ivins Lavine, who also goes by Bruce IVIns Lavine, is a registered financial advisor currently at ASTORIA PORTFOLIO ADVISORS LLC located in San Anselmo, California.

Bruce is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Bruce has worked at 6 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bruce Ivins Lavine

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.

Selby Lane Capital; Advisor; Investment Related; el Camino Real Menlo Park CA 94025; Start date: 2025-01-01; 3 Hours per month devoted to business during trading hours; 2 Hours per month devoted to business outside trading hours; Percentage of total yearly compensation expected to be derived from the business: 0. Contact person: Dhruv Bavaria.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bruce Ivins Lavine's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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

Current

May 28, 2025 - Present

ASTORIA PORTFOLIO ADVISORS LLC

RIA

CRD#: 288271

San Anselmo, CA

Past

May 17, 2016 - June 30, 2017

LVH, LLC

RIA

CRD#: 283149

NEW YORK, NY

Past

December 16, 2014 - February 17, 2016

FORESIDE FUND SERVICES, LLC

CRD#: 46106

PORTLAND, ME

Past

July 19, 2006 - December 31, 2014

ALPS DISTRIBUTORS, INC.

CRD#: 16853

NEW YORK, NY

Past

August 15, 2000 - May 9, 2006

BLACKROCK EXECUTION SERVICES

CRD#: 39438

NEW YORK, NY

Past

July 15, 1994 - December 4, 1995

WELLS FARGO SECURITIES INC.

CRD#: 17438

SAN FRANCISCO, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ASTORIA PORTFOLIO ADVISORS LLC

ASTORIA PORTFOLIO ADVISORS LLC | ORION WEALTH ADVISORS | ETF MANAGED PORTFOLIO SOLUTIONS LLC | COROMANDEL WEALTH STRATEGIES

CRD#: 288271 / SEC#: 801-119078

RIA

Registered Investment Advisory firm - (7/17/2020 Approved)

New York

Registered Investment Advisory firm - (9/2/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(5/28/2025)

IAR

Texas
(5/28/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 1/19/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 2/17/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/14/2000

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/14/1994

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 11/3/2004

General Securities Principal Examination

Current Firm

ASTORIA PORTFOLIO ADVISORS LLC

ASTORIA PORTFOLIO ADVISORS LLC | ORION WEALTH ADVISORS | ETF MANAGED PORTFOLIO SOLUTIONS LLC | COROMANDEL WEALTH STRATEGIES

CRD#: 288271 / SEC#: 801-119078

RIA

Registered Investment Advisory firm - (7/17/2020 Approved)

New York

Registered Investment Advisory firm - (9/2/2020 Terminated)

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Contact information

Main Address

500 7th Avenue 9th Floor, New York, NY 10018

Mailing Address

Phone number

(212) 381-6185

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A-ASTORIA PORTFOLIO ADVISORS LLC (6/25/2025)

Regulatory assets under management

Total Number of Accounts	1,059
AUM (Assets Under Management)	$ 698,759,657

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.

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Advisor Monitoring

Firm Stability Insights

Bruce I. Lavine

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bruce Ivins Lavine's CRS (Customer Relationship Summary).

Certified licenses

Experience

LVH, LLC

FORESIDE FUND SERVICES, LLC

ALPS DISTRIBUTORS, INC.

BLACKROCK EXECUTION SERVICES

WELLS FARGO SECURITIES INC.

Primary Firm SEC Registration

ASTORIA PORTFOLIO ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 1/19/2001

SIE

Date: 2/17/2016

Series 7

Date: 8/14/2000

Series 6

Date: 7/14/1994

Series 24

Date: 11/3/2004

Current Firm

ASTORIA PORTFOLIO ADVISORS LLC

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ASTORIA PORTFOLIO ADVISORS LLC

TRUST BUT VERIFY

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