Luis Sanchez
LVS Advisory · Melbourne, Florida
Luis Sanchez is a fee-only financial advisor at LVS Advisory in Melbourne, Florida, who holds the CFA credential. LVS Advisory reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | LVS Advisory |
|---|---|
| Based in | Melbourne, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees · Performance-based fees |
| Fees (firm's website) | A $200,000 asset minimum |
| Assets under management | $22.3M across 41 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in FL, NY, TX · CRD 6530417 |
| Exams passed | Series 65 (2016) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | lvsadvisory.com |
| Profile |
How Luis's firm compares
- LVS Advisory's average account is about $544,000, from its Form ADV (assets managed divided by 41 accounts).
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Questions about Luis
Is Luis Sanchez a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Luis holds no broker registration, and LVS Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Luis charge for financial advice?
Luis's firm, LVS Advisory, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.
How much does Luis charge?
According to LVS Advisory's website, checked October 30, 2026: a $200,000 asset minimum.
Where is Luis Sanchez based?
Luis Sanchez is based in Melbourne, Florida.
What credentials does Luis Sanchez hold?
Luis Sanchez holds the CFA credential.
Is Luis Sanchez registered with the SEC?
Yes. Luis Sanchez is registered as an investment adviser representative in FL, NY and TX (CRD 6530417), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does LVS Advisory manage?
LVS Advisory reports $22.3M across 41 accounts in assets under management.
How do I contact Luis Sanchez?
Through Luis's website, lvsadvisory.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
- LVS Advisory website : specialties, clients served, and fees, checked October 30, 2026
- 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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