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Member · CV Advisors LLC

Alan Zafrany Brief

CRD 6453249 · Named on Form ADV at one SEC-registered adviser

At a glance

CV Advisors LLC, an SEC-registered wealth manager based in Aventura, FL with $15.1 billion in regulatory assets, lists Alan Zafrany Brief on its Form ADV as Member.

Firms and roles

  • CV Advisors LLCMemberWealth manager · Aventura, FL · $15B in regulatory assets

AtlasMembers

Alan’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Alan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.