AdFi
LA

Larry Andreano

Investment Adviser Representative at Advisory Advocates LLC

Grand Rapids, MICRD #5048197Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
20 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Larry Andreano is an investment adviser representative with Advisory Advocates LLC in Grand Rapids, MI, where they have been registered since 2025. They have worked in the securities industry since 2006 and have been registered with 5 firms, including L.m. KOHN & Company and Royal Advisors, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Michigan.

Office

4981 Cascade Road, Suite C
Grand Rapids, MI 49546

Advisors at this office: 5

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Michigan

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 1/5/2006
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 12/21/2005

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Advisory Advocates LLCCurrent
6/5/2025 – Grand Rapids, MI
L.m. KOHN & Company
4/21/2017 – 9/8/2025Holland, MI
Royal Advisors, LLC
12/10/2010 – 12/31/2016Grand Rapids, MI
Oppenheimer & Co. Inc.
5/11/2009 – 11/4/2010Grand Rapids, MI
UBS Financial Services Inc.
4/18/2006 – 5/13/2009Grand Rapids, MI

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Royal Securities Co
    Nov 2010 – Mar 2017Grand Rapids, MI
  2. L.m. KOHN & Company
    Mar 2017 – no end date reportedCincinnati, OH
  3. Advisory Advocates LLC
    Jun 2025 – no end date reportedGrand Rapids, MI

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Advisory Advocates LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee
Estimated blended rate
0.015

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial planning, asset management, wealth management, and advisor solutions including fee-only advisory services and portfolio management support for other investment advisors.

Financial PlanningPortfolio Management for Individuals and Small BusinessesSelection of Other Advisers
Firm areas of expertise
Financial PlanningAsset ManagementWealth ManagementFee-only AdvisoryRetirement PlanningMulti-generational Wealth PlanningPortfolio ManagementAdvisor SolutionsIndependent Advisory

Client types the firm serves

IndividualsHigh Net WorthCorporations

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
7
Offices listed on AdvisorFinder:
1
Main office:
Grand Rapids, MI
SEC file number:
801-135477

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 23, 2026

View full firm profile

Other advisors at Advisory Advocates LLC

6 other advisors in the directory

View Advisory Advocates LLC firm profile

Similar advisors in Grand Rapids, MI

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Larry Andreano has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched