LV
LV

Luigi Vultaggio

21 Years of Experience
1 DisclosureBroker

Luigi Vultaggio is a registered investment advisor at Millennial Advisers, LLC., based in New York, NY, with 21 years of industry experience. Luigi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 297 clients with $59M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
12 advisors
Number of Clients
297 clients
Average Client Portfolio
$198K average
Assets Under Management
$58.7M

Fee Structure

Investment management only (planning not offered)

Millennial Advisers' fee is negotiated with each client and generally ranges from 0.50% to 2.00% of your portfolio's value. The fee is deducted monthly or quarterly. If your assets are managed by a third-party money manager, you'll pay additional fees to that manager. This fee does not include transaction fees or brokerage commissions.

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Location

Three World Financial, 200 Vesey Street 24th Floor, New York, NY, 10281

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History

Regulatory History (1)
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Customer Dispute
October 2025
Settled
Other Business Activities

Luigi is the CEO of LSV Consulting, established in 2006, but states the business is for tax purposes only.

Employment History
Current Registrations
Millennial Advisers, LLC.
January 2020 - Present · 6 yrs 3 mos
Allied Millennial Partners, LLCBroker
November 2011 - Present · 14 yrs 5 mos
Previous Registrations
Millennial Advisers, LLC.
July 2017 - December 2019 · 2 yrs 5 mos
Aegis Capital CORP.Broker
March 2010 - December 2011 · 1 yr 9 mos
Gunnallen Financial, INCBroker
October 2008 - March 2010 · 1 yr 5 mos
National Securities CorporationBroker
April 2008 - November 2008 · 7 mos
Joseph Stevens & Company, INC.Broker
February 2006 - April 2008 · 2 yrs 2 mos
S.W. Bach & CompanyBroker
August 2004 - February 2006 · 1 yr 6 mos
State Registrations42 states
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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.