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Larry Lavoice

34 Years of Experience
3 DisclosuresBroker

Larry Lavoice is a registered investment advisor at Dominari Securities LLC, based in New York, NY, with 34 years of industry experience. Larry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 235 clients with $42M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
14 advisors
Number of Clients
235 clients
Average Client Portfolio
$177K average
Assets Under Management
$41.6M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M1.25%
$5.0M - $10.0M1.00%
$10.0M - $25.0M0.85%
$25.0M - $50.0M0.65%
$50.0M - $75.0M0.50%
$75M+0.45%

Fees may be negotiable. A separate fee of 1.25% may be charged on assets held away. An annual administrative fee of up to 0.07% is also charged to cover custodial fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

725 Fifth Avenue, 23rd Fl., New York, NY, 10022

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
December 2017
Regulatory
February 2010
Final
Customer Dispute
April 2008
Settled
Other Business Activities

Larry is a co-owner of Saints Cab LLC, a medallion cab company, since 2007. This is a passive position and requires minimal time.

Employment History
Current Registrations
Dominari Securities LLC
August 2023 - Present · 2 yrs 8 mos
Dominari Securities LLCBroker
July 2023 - Present · 2 yrs 9 mos
Previous Registrations
Revere Securities LLCBroker
December 2017 - July 2023 · 5 yrs 7 mos
Morgan Stanley
July 2010 - January 2018 · 7 yrs 6 mos
Morgan StanleyBroker
July 2010 - January 2018 · 7 yrs 6 mos
UBS Financial Services INC.
July 2007 - July 2010 · 3 yrs
UBS Financial Services INC.Broker
August 2002 - July 2010 · 7 yrs 11 mos
Salomon Smith Barney INC.Broker
January 1997 - August 2002 · 5 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1991 - January 1997 · 5 yrs 7 mos
State Registrations9 states
AZCACTFLNJNYPASCTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Larry Lavoice - Financial Advisor | TrueAdvisor