Dennis Lavin
Dennis Lavin is a registered investment advisor at Cetera Investment Advisers LLC, based in Pleasantville, NY, with 26 years of industry experience. Dennis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
520 Bedford Road, Pleasantville, NY, 10570
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Dennis is a partner and CPA at Lavin & Associates, providing tax and accounting services, dedicating full-time hours to this role. Dennis is also a financial professional at Kluge Financial Group, LLC, offering financial services and selling fixed insurance products, dedicating a few hours per week to this role.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
C. J. M. Planning CORP.Broker
State Registrations3 states
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