Bruce Lavine
Astoria Portfolio Advisors · New York, New York
Bruce Lavine is a fee-only financial advisor at Astoria Portfolio Advisors in New York, New York, who holds the CFA credential. Astoria Portfolio Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Astoria Portfolio Advisors |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $977.6M across 1,068 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA, NY, TX · CRD 2513457 |
| Exams passed | Series 63 (2001) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.astoriaadvisors.com |
| Profile |
How Bruce's firm compares
- Astoria Portfolio Advisors's average account is about $915,000, from its Form ADV (assets managed divided by 1,068 accounts).
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Questions about Bruce
Is Bruce Lavine a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bruce holds no broker registration, and Astoria Portfolio Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Bruce charge for financial advice?
Bruce's firm, Astoria Portfolio Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Bruce Lavine based?
Bruce Lavine is based in New York, New York.
What credentials does Bruce Lavine hold?
Bruce Lavine holds the CFA credential.
Is Bruce Lavine registered with the SEC?
Yes. Bruce Lavine is registered as an investment adviser representative in CA, NY and TX (CRD 2513457), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Astoria Portfolio Advisors manage?
Astoria Portfolio Advisors reports $977.6M across 1,068 accounts in assets under management.
How do I contact Bruce Lavine?
Through Bruce's website, www.astoriaadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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