Advisors at this firm
Edlyn R
Series 65
Los Angeles, CA
L & S Advisors, Inc
Edlyn Ruiz is a financial advisor at L & S Advisors, Inc. in Los Angeles, CA, holding a Series 65 designation with nine years of prior experience at JP Morgan Asset Management. She joined L & S Advisors in 2025. L & S Advisors provides investment management, financial planning, and retirement-plan advisory services to individual clients, trusts, businesses, charitable organizations, and retirement plans. The firm employs a range of tactical and unconstrained strategies based on macroeconomic and monetary-cycle analysis, offering diversified portfolio options including long/cash equity strategies, ETF-based tactical portfolios, and income-focused fixed-income approaches.
Ofer B
Series 63, Series 65, Series 66
Los Angeles, CA
L & S Advisors, Inc
Ofer Ben Menahem is a financial advisor at L&S Advisors, Inc. with 16 years of industry experience. He holds Series 63, 65, and 66 credentials and has previously worked at RVW Wealth, LLC, First Foundation, and Mercer Advisors. L&S Advisors offers investment management, financial planning, and retirement-plan advisory services to individual clients, trusts, businesses, and charitable organizations. The firm employs tactical and unconstrained strategies based on macroeconomic and monetary-cycle analysis, managing a diverse range of portfolios including equity, fixed income, and alternative investments.
Stephen S
CFA®, Series 63
Los Angeles, CA
L & S Advisors, Inc
Stephen Seo is a CFA® charterholder with 10 years of industry experience. He is currently with L & S Advisors, Inc., where he has worked since 2023, following an eight-year tenure at RVW Wealth, LLC. L & S Advisors, Inc. provides investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, trusts, businesses, and charitable organizations. The firm employs tactical and unconstrained strategies driven by macroeconomic and monetary-cycle analysis and manages approximately $1.05 billion with a team of 15 advisors.
Jason S
Series 65
Los Angeles, CA
L & S Advisors, Inc
Jason Scott is a financial advisor at L & S Advisors, Inc. in Los Angeles, CA, holding a Series 65 designation with seven years of industry experience. He has worked at L & S Advisors since 2012. L & S Advisors provides investment management, financial planning, and retirement-plan advisory services to a diverse client base that includes individuals, trusts, businesses, charitable organizations, and retirement plans. The firm employs a range of tactical and unconstrained strategies informed by macroeconomic and monetary-cycle analysis, offering concentrated equity strategies, ETF-based tactical portfolios, income-focused fixed-income approaches, and short-duration high-yield exposures.
Leanne S
Series 63, Series 65
Napa, CA
L & S Advisors, Inc
Leanne Sindell is a financial advisor at L & S Advisors, Inc. in Napa, CA, holding Series 63 and Series 65 credentials with 13 years of industry experience. She has been with L & S Advisors since 2012. L & S Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, businesses, charitable organizations, and retirement plans. The firm employs a range of tactical and unconstrained strategies guided by macroeconomic and monetary-cycle analysis, managing approximately $1.05 billion with about 15 advisors.
Craig W
Series 65
Los Angeles, CA
L & S Advisors, Inc
Craig Weston is a Series 65-licensed financial advisor at L & S Advisors, Inc. in Los Angeles, CA, with nine years of industry experience. He has been with L & S Advisors since 2016. L & S Advisors provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, trusts, businesses, and charitable organizations. The firm employs tactical and unconstrained strategies based on macroeconomic and monetary-cycle analysis and offers access to private alternative investments alongside traditional portfolio management.
Sy L
Series 66
Los Angeles, CA
L & S Advisors, Inc
Sy Lippman is a financial advisor at L & S Advisors, Inc. with 26 years of industry experience. He holds the Series 66 designation and has been with L & S Advisors since 2006. Prior to that, he worked at Lippman, Scott & Associates from 1979 to 2017. Outside of his advisory role, he is a general partner and passive investor in Anthem Leasing Associates. L & S Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, businesses, charitable organizations, and retirement plans. The firm offers a range of tactical and unconstrained investment strategies and maintains a multi-team structure with approximately 15 advisors managing about $1.05 billion in assets.
Ralph S
Series 66
Los Angeles, CA
L & S Advisors, Inc
Ralph Scott is a financial advisor at L & S Advisors, Inc. with 27 years of industry experience. He holds the Series 66 designation and has worked at L & S Advisors since 2006, previously spending several decades at Lippman Scott & Assoc. He serves as a board member of Cedar Sinai Hospital. L & S Advisors provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, trusts, businesses, and charitable organizations. The firm employs tactical and unconstrained strategies guided by macroeconomic analysis and offers access to private alternative investments alongside traditional portfolio management.
Ian M
Series 65
Los Angeles, CA
L & S Advisors, Inc
Ian Manongdo is a Series 65 licensed financial advisor with six years of industry experience, currently with L & S Advisors, Inc. in Los Angeles, CA. His prior experience includes roles at Larry's, Marriott International Administrative Services, Inc., and Wedbush Asset Management. L & S Advisors provides investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, trusts, businesses, and charitable organizations. The firm employs a range of tactical and unconstrained strategies informed by macroeconomic and monetary-cycle analysis and offers access to private alternative investments alongside traditional portfolio management.
Lin Chun L
Series 65
Los Angeles, CA
L & S Advisors, Inc
Lin Chun Liu is a financial advisor at L & S Advisors, Inc. with 17 years of industry experience. She holds a Series 65 designation and has been with L & S Advisors since 2009. L & S Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, businesses, charitable organizations, and retirement plans. The firm employs tactical and unconstrained strategies based on macroeconomic and monetary-cycle analysis, offering a range of equity, fixed-income, and alternative investment approaches.