L&S Investment Advisors, LLC

RIASEC Registered
Total AUM
$231M
Discretionary
$231M
100% of AUM
Avg account
$580K
Accounts
399
Employees
8
Advisory reps
8

Firm details

Headquarters
Miami, Florida
CRD number
285002
Registered since
August 30, 2024
Website
ls.com.vc
Custodians
INTERACTIVE BROKERS LLC, MORGAN STANLEY & CO. LLC
Fee structure
Percentage of AUM, Fixed Fees, Other
Client types
  • Corporations / Businesses58.61%
  • HNWI30.44%
  • Individuals10.95%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

L&S Investment Advisors, LLC is an independent registered investment adviser organized as an LLC. The firm is registered with the SEC (registered in 2024) and serves both individual/family clients and institutional clients. Its advisory scope centers on discretionary portfolio management for individuals, small businesses and for larger business or institutional accounts. Compensation takes a mix of percentage-of-assets, fixed fees and other fee arrangements. The firm does not identify as an active ESG investor, does not act as a capital allocator, and does not operate as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 37%, Investment Grade Corp Bonds 31%, US Government Bonds 11%, Cash & Cash Equivalents 8%, Non-Investment Grade Corp Bonds 7%, Non-Exchange Traded Equities 3%, Public Funds/Mutual Funds 2%37%
  • Exchange Traded Equities37%
  • Investment Grade Corp Bonds31%
  • US Government Bonds11%
  • Cash & Cash Equivalents8%
  • Non-Investment Grade Corp Bonds7%

Owners & executives

3 of 3
  • Victor Mecozzi

    Victor Mecozzi

    Chief Operating OfficerCRD 6266181

  • Leandro Ruschel

    Leandro Ruschel

    CEOCRD 6720302

  • Eraldo De Paola Neto

    Eraldo De Paola Neto

    Chief Compliance OfficerCRD 6626480

Contacts

3 of 5
  • Antonio Andrade

    Antonio Andrade

    Investment AdvisorCRD 7385231

  • Luis Apelfeld

    Luis Apelfeld

    Investment AdviserCRD 7517292

  • Eric Carrieri Taylor

    Eric Carrieri Taylor

    Investment AdvisorCRD 7617665

Unlock 2 more contacts →

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Miami, FL

Miami Dade

Location

Miami, FL

Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
2601 S Bayshore Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth