Bruce Lavine
Investment adviser representative at Astoria Portfolio Advisors LLC
10 yearsExperience
3 statesRegistered in
CFADesignation
$977.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Astoria Portfolio Advisors LLCJan 2025 to now
- Selby Lane CapitalJan 2024 to Dec 2024
- UnemployedDec 2023 to Jan 2024
- Allphatrai FundsMar 2021 to Dec 2023
- WisdomtreeAug 2020 to Mar 2021
- Devoe & CoOct 2019 to Aug 2020
- WisdomtreeDec 2017 to Oct 2019
- 55 Capital Partners LLCApr 2016 to Dec 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
State registrations
Registered as an investment adviser representative in 3 states (CA, NY, TX).
Astoria Portfolio Advisors LLC
$977.6MAssets managed
123Clients
10Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2513457
- Firm CRD
- 288271