Advisor at LVW Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
LVW Advisors, LLC
Location
Clifton Park, NY
Credentials
CFP®, Series 63, Series 65
Industry experience
13 years
Christopher Van Buren is a CFP® professional with 13 years of industry experience, currently serving as an advisor at LVW Advisors, LLC since 2018. His prior experience includes roles at Bank of America, Merrill Lynch, and several HD Vest entities. LVW Advisors provides investment and wealth management, financial planning, and consulting services to high-net-worth individuals, families, trusts, foundations, business entities, and institutional clients. The firm employs a customized approach that includes asset allocation, diversification, Monte Carlo analysis, and a blend of active and passive independent managers, along with allocations to non-traditional strategies such as hedge funds, private equity, and commodities.
Based on LVW Advisors, LLC
Based on LVW Advisors, LLC
Based on LVW Advisors, LLC
Fixed advisory fees negotiated on a case-by-case basis in limited circumstances
$0 - $10,000,000: 1.00% $10,000,000 - $25,000,000: 0.50% $25,000,000 - $50,000,000: 0.40% $50,000,000+: 0.30%
Clifton Park, NY
New York
Lvw Advisors Llc
2018 - Present (8 years)
The Hoffman Eells Group CPAs PC
2018 - 2018 (1 year)
HD Vest Insurance Agency, LLC
2018 - 2018 (1 year)
HD Vest Advisory Services
2018 - 2018 (1 year)
HD Vest Investment Services
2018 - 2018 (1 year)
Bank Of America, N.A.
2014 - 2018 (4 years)
Merrill
2011 - 2018 (7 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
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Series 65
Rochester, NY
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Series 63, Series 65
Fairport, NY
Rothrock Financial Group
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