Luis V. Sanchez

LVS ADVISORY LLC

New York, NY

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CRD#: 6530417

Professional summary

Luis Vasilios Sanchez, who also goes by Luis Sanchez, is a registered financial advisor currently at LVS ADVISORY LLC located in New York, New York 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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Luis Sanchez

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.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Luis Vasilios Sanchez's 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

April 8, 2021 - Present

LVS ADVISORY LLC

RIA

CRD#: 300488

New York, NY

Current

March 28, 2024 - Present

GREATER WEALTH

RIA

CRD#: 326978

New York, NY

Past

March 8, 2018 - November 29, 2018

OVERLOOK ROCK ASSET MANAGEMENT LLC

RIA

CRD#: 290167

NEW YORK, NY

Past

February 6, 2017 - December 15, 2017

ANAXI CAPITAL MANAGEMENT LLC

RIA

CRD#: 285592

Bayonne, NJ

Past

August 17, 2015 - June 29, 2016

CREDIT SUISSE SECURITIES (USA) LLC

CRD#: 816

NEW YORK, NY

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

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

State Security Law Exam

IAR

Series 65

Date: 12/15/2016

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 6/29/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 79

Date: 8/17/2015

Investment Banking Registered Representative Examination

Current Firm

LVS ADVISORY LLC

CRD#: 300488 / SEC#:

Florida

Registered Investment Advisory firm - (7/30/2021 Approved)

New York

Registered Investment Advisory firm - (3/5/2019 Approved)

Texas

Registered Investment Advisory firm - (7/3/2023 Conditional Restricted)

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Contact information

Main Address

Melbourne, FL

Mailing Address

Phone number

(980) 365-9847

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	30
AUM (Assets Under Management)	$ 11,500,000

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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Luis V. Sanchez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

LVS ADVISORY LLC

GREATER WEALTH

OVERLOOK ROCK ASSET MANAGEMENT LLC

ANAXI CAPITAL MANAGEMENT LLC

CREDIT SUISSE SECURITIES (USA) LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/15/2016

SIE

Date: 6/29/2016

Series 79

Date: 8/17/2015

Current Firm

LVS ADVISORY LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LVS ADVISORY LLC

TRUST BUT VERIFY

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