Luis Vasilios Sanchez
Professional Summary
Luis Vasilios Sanchez, who also goes by Luis Sanchez, is a registered financial advisor currently at LVS ADVISORY LLC located in Orlando, 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
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Luis Vasilios Sanchez, Luis Sanchez
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Videos & Posts
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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 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 registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
LVS ADVISORY LLC
Contact Information
Main Address
Orlando, FLPhone Number
(980) 365-9847# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
41AUM (Assets Under Management)
$22,300,000Similar Advisors
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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.
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State Registrations and Notice Filings
(3/28/2024)
(7/30/2021)
(4/8/2021)
(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 79 — Investment Banking Registered Representative Examination
Passed Aug 2015About the Series 79 examSimilar Advisors
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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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