LL
LL

Larry Dean Lavoice

34 Years of Experience
3 DisclosuresBroker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
11 advisors
Number of Clients
235 clients
Average Client Portfolio
$177K average
Assets Under Management
$41.6M

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual 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%

DS may charge a lesser fee based upon certain criteria.

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 6 mos
Dominari Securities LLCBroker
July 2023 - Present · 2 yrs 7 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
Exams
No exam information available for this advisor.
Larry Dean Lavoice - Financial Advisor | TrueAdvisor