Paul E. Salvetti

LVW ADVISORS

Pittsford, NY 14534

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CRD#: 5639322

Professional summary

Paul E Salvetti is a registered financial advisor currently at LVW ADVISORS, LLC located in Pittsford, New York.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Paul has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul E Salvetti'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

September 4, 2021 - Present

LVW ADVISORS, LLC

Office #1: 67b Monroe Avenue, Pittsford, NY 14534

RIA

CRD#: 159403

Pittsford, NY

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".

LVW ADVISORS, LLC

LVW ADVISORS, LLC | ZAPPIA FAMILY WEALTH | LVW FLYNN

CRD#: 159403 / SEC#: 801-72830

RIA

Registered Investment Advisory firm - (10/28/2011 Approved)

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

New York
(9/4/2021)

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

Current Firm

LVW ADVISORS, LLC

LVW ADVISORS, LLC | ZAPPIA FAMILY WEALTH | LVW FLYNN

CRD#: 159403 / SEC#: 801-72830

RIA

Registered Investment Advisory firm - (10/28/2011 Approved)

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Contact information

Main Address

67b Monroe Avenue, Pittsford, NY 14534

Mailing Address

Phone number

(585) 267-4900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (17 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LVW ADVISORS, LLC FORM ADV PART 2 BROCHURE (4/11/2025)

Regulatory assets under management

Total Number of Accounts	2,583
AUM (Assets Under Management)	$ 2,281,803,093

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
02/27/2025	Cover Page	Report
01/27/2024	Cover Page	Report
02/28/2023	Cover Page	Report

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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Paul E. Salvetti

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul E Salvetti's CRS (Customer Relationship Summary).

Certified licenses

Experience

LVW ADVISORS, LLC

Primary Firm SEC Registration

LVW ADVISORS, LLC

State Registrations and Notice Filings

Exams

Current Firm

LVW ADVISORS, LLC

Contact information

SEC notice filing (17 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

LVW ADVISORS, LLC

TRUST BUT VERIFY

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