Advus Financial Partners, LLC
Advus Financial Partners, LLC (CRD# 311990) is a financial advisory firm headquartered in Lake Mary, FL. They manage $2,764,389,643 in 1,168 accounts and serve the financial needs of clients across 10 states (or territories).
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Total Assets Under Management2,764MILLION
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Total Number of Accounts1,168ACCOUNTS
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Average Account Value$2,366,772
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CT, FL, GA, LA, MA, NH, NJ, NY, RI, TX
James Gay (CRD# 5097626) is an Investment Advisor Representative working at Advus Financial Partners, LLC in Lake Mary, FL and has over 8 years of experience in the finance industry.
William Hamer (CRD# 1918561) is an Investment Advisor Representative working at Advus Financial Partners, LLC in Lake Mary, FL and has over 28 years of experience in the finance industry.
Sally Hanley-Whitworth (CRD# 2030758) is an Investment Advisor Representative working at Advus Financial Partners, LLC in Lake Mary, FL and has over 34 years of experience in the finance industry.
Mark Lamoriello (CRD# 2106993) is an Investment Advisor Representative working at Advus Financial Partners, LLC in Lake Mary, FL and has over 33 years of experience in the finance industry.
Mitchell Lamoriello (CRD# 7087119) is an Investment Advisor Representative working at Advus Financial Partners, LLC in Lake Mary, FL and has over 5 years of experience in the finance industry.
Jeffrey Roberts (CRD# 6289524) is an Investment Advisor Representative working at Advus Financial Partners, LLC in Lake Mary, FL and has over 7 years of experience in the finance industry.
Joshua Rose (CRD# 5890372) is an Investment Advisor Representative working at Advus Financial Partners, LLC in Lake Mary, FL and has over 5 years of experience in the finance industry.
Andrew Zito (CRD# 6607946) is an Investment Advisor Representative working at Advus Financial Partners, LLC in Lake Mary, FL and has over 8 years of experience in the finance industry.
William Lee (CRD# 6514666) is an Investment Advisor Representative working at Advus Financial Partners, LLC in Lake Mary, FL and has over 8 years of experience in the finance industry.
Lee Smith (CRD# 6536214) is an Investment Advisor Representative working at Advus Financial Partners, LLC in Lake Mary, FL and has 1 year of experience in the finance industry.