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Luis Vasilios Sanchez

LVS ADVISORY
MELBOURNE, FL
·CRD# 6530417·11 years experience

Professional Summary

Luis Vasilios Sanchez, who also goes by Luis Sanchez, is a registered financial advisor currently at LVS ADVISORY LLC located in Melbourne, Florida and GREATER WEALTH located in New York, New York. Luis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Luis has worked at 5 firms and has passed the Series 65, SIE and Series 79 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Luis Sanchez

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

11 years in the financial services industry

Current & Past Employments

LVS ADVISORY LLC·CRD# 300488
RIA
Melbourne, FL
April 8, 2021 - Present
GREATER WEALTH·CRD# 326978
RIA
New York, NY
March 28, 2024 - Present
OVERLOOK ROCK ASSET MANAGEMENT LLC·CRD# 290167
RIA
New York, NY
March 8, 2018 - November 29, 2018
ANAXI CAPITAL MANAGEMENT LLC·CRD# 285592
RIA
Bayonne, NJ
February 6, 2017 - December 15, 2017
CREDIT SUISSE SECURITIES (USA) LLC·CRD# 816
BD
New York, NY
August 17, 2015 - June 29, 2016

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Current Firm

LA
LVS ADVISORY LLC

LVS ADVISORY LLC

CRD#: 300488
Florida
Registered Investment Advisory firm - Florida (7/30/2021 Approved)
New York
Registered Investment Advisory firm - New York (3/5/2019 Approved)
Texas
Registered Investment Advisory firm - Texas (7/3/2023 Conditional Restricted)

Contact Information

Main Address

Melbourne, FL

Phone Number

(980) 365-9847

# of Employees

2

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

41

AUM (Assets Under Management)

$22,300,000

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Luis Sanchez is also a Managing Partner of Greater Wealth LLC. Greater Wealth LLC is a registered investment advisor located at 21 Bridge St., Westport, CT 06880. This is an investment business that serves as a wealth management company for individuals, families, and institutions. Luis's role is Managing Partner and he is a 50% owner of the company. Luis assists with making investment recommendations for clients which involves meeting with clients, researching investments, opening accounts, executing investment decisions, and reporting the results of portfolio performance. Greater Wealth was founded in 2023 and received its license to operate as a registered investment advisor in March 2024. Luis spends approximately 5-10 hours per week working with Greater Wealth. Luis devotes roughly 5 hours per week to Greater Wealth during securities trading hours.

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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.
IAR
Connecticut
(3/28/2024)
IAR
Florida
(7/30/2021)
IAR
New York
(4/8/2021)
IAR
Texas
(7/31/2023)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Dec 2016About the Series 65 exam

SIE — Securities Industry Essentials Examination

Passed Jun 2016About the SIE exam

Series 79 — Investment Banking Registered Representative Examination

Passed Aug 2015About the Series 79 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Luis Vasilios Sanchez's CRS (Customer Relationship Summary).

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