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Chief Investment Officer, Head of Investments and Research · Litvak Wealth, LLC

Jeffrey P. Boris

CRD 2684794 · Named on Form ADV at one SEC-registered adviser

At a glance

Litvak Wealth, LLC, an SEC-registered wealth manager based in Norwalk, CT with $536 million in regulatory assets, lists Jeffrey P. Boris on its Form ADV as Chief Investment Officer, Head of Investments and Research, a control person.

Firms and roles

  • Litvak Wealth, LLCChief Investment Officer, Head of Investments and ResearchWealth manager · Norwalk, CT · $536M in regulatory assets

AtlasMembers

Jeffrey’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.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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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 Jeffrey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.