LC
LC
Louis Czerwinski is a registered investment advisor, based in Albany, NY, with 15 years of industry experience.
Location
80 State Street, Albany, NY, 12207
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Regulatory History (1)
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Employment Separation After Allegations
August 2019Other Business ActivitiesSells Insurance
Louis is the President/CEO of Allegiant Wealth Management, dedicating nearly full-time hours to investment and portfolio management, and financial planning. He also works as an independent insurance agent selling fixed insurance, an agent selling property and casualty insurance, prepares taxes, volunteers to do tax prep for the elderly and low income, and is a managing member overseeing a rental property.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
December 2019 - Present · 6 yrs 7 mos
Pks Advisory Services, LLC
December 2019 - Present · 6 yrs 7 mos
Previous Registrations
Voya Financial Advisors, INC.
October 2016 - September 2019 · 2 yrs 11 mos
Voya Financial Advisors, INC.Broker
October 2016 - September 2019 · 2 yrs 11 mos
LPL Financial LLC
May 2015 - June 2016 · 1 yr 1 mo
LPL Financial LLCBroker
May 2015 - June 2016 · 1 yr 1 mo
Investacorp Advisory Services INC
September 2014 - April 2015 · 7 mos
Investacorp, INC.Broker
October 2013 - April 2015 · 1 yr 6 mos
LPL Financial LLCBroker
August 2011 - November 2013 · 2 yrs 3 mos
MML Investors Services, INC.Broker
January 2004 - April 2005 · 1 yr 3 mos
State Registrations1 state
CT
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.