AS
ChFC
AS
ChFC

Aviva Esther Sapers

40 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
425 advisors
Number of Clients
14,148 clients
Average Client Portfolio
$170K average
Assets Under Management
$2.4B

Fee Structure

Minimum Investment:None
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Location

275 Washington Street, Suite 110, Newton, MA, 02458

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Aviva is the owner of Sapers & Wallack, Inc., where she focuses on insurance sales, wealth management, and retirement plan consulting. She also serves as an investment advisor representative for Lion Street Advisors and Csenge Advisory, and is a trustee for two irrevocable trusts.

Employment History
Current Registrations
Integrity Alliance, LLC
November 2025 - Present · 3 mos
Integrity Alliance, LLC.Broker
November 2025 - Present · 3 mos
Csenge Advisory Group, LLC
February 2021 - Present · 5 yrs
Previous Registrations
Lion Street Advisors, LLC
February 2017 - November 2025 · 8 yrs 9 mos
Lion Street Financial, LLCBroker
February 2017 - November 2025 · 8 yrs 9 mos
Kestra Advisory Services, LLC
May 2016 - February 2017 · 9 mos
NFP Advisor Services, LLC
April 2016 - September 2016 · 5 mos
Kestra Investment Services, LLCBroker
September 2002 - February 2017 · 14 yrs 5 mos
Nathan & Lewis Securities, INC.Broker
August 1993 - September 2002 · 9 yrs 1 mo
Guardian Investor Services CorporationBroker
April 1992 - August 1993 · 1 yr 4 mos
New England SecuritiesBroker
February 1985 - February 1992 · 7 yrs
Cms Investment Resources, INC.Broker
December 1984 - January 1985 · 1 mo
State Registrations12 states
CACTFLMAMDNHNJNYOHPATXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.