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Riley La Vancha

Advisor at Bankers Life Advisory Services, Inc. — Syracuse, NY 251 Salina Meadows Pkwy

Updated today

Credentials

CFP®, Series 66

Experience

1 year

Location

Syracuse, NY 13212

Bankers Life Advisory Services, Inc. logo

Bankers Life Advisory Services, Inc.

Enterprise

Total advisors

535

Across 195 offices

Clients per advisor

27 Very Low

Avg AUM per client

$172,460 Very Low

HNW client ratio

0% Very Low

About

Riley La Vancha is a CFP® professional with one year of industry experience, currently serving at Bankers Life Advisory Services, Inc. Prior to this, Riley worked at Rockbridge Investment Management, LLC. Outside of the financial industry, Riley serves on the board of a nonprofit organization, Devins Rec Room, which supports individuals in alcohol or drug recovery in Syracuse, NY. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management and investment consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations aligned with clients’ goals, risk tolerances, and time horizons.

Client services

Based on Bankers Life Advisory Services, Inc.

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on Bankers Life Advisory Services, Inc.

Wealth management

Occupation focus

Based on Bankers Life Advisory Services, Inc.

Retired

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Fee options

Percentage

0.50% to 2.5% annually (negotiable) for Portfolio Management Services

Commissions

Certain Investment Advisors are registered representatives and earn commissions from brokerage and insurance product sales separately.

Project-based

Hourly fees charged for Investment Consulting Services; specific rates set forth in consulting contracts.

Other

Fee-only: Investment Consulting Services charged on an hourly rate basis, fees negotiable and may be reduced or waived.

Location

See office

Syracuse, NY 251 Salina Meadows Pkwy

251 Salina Meadows Pkwy, Ste 130

Syracuse NY 13212

Advisors at this office

3

Most active in

New York

Work history

1 year of industry experience

Bankers Life Securities, Inc

2026 - Present • 1 year

Syracuse, NY

Bankers Life Advisory Services, Inc

2026 - Present • 1 year

Syracuse, NY

Bankers Life & Casualty, Inc

2026 - Present • 1 year

Syracuse, NY

Rockbridge Investment Management, LLC

2025 - 2026 • 1 year

Syracuse, NY

Bankers Life Advisory Services, Inc

2024 - 2025 • 1 year

Syracuse, NY

Bankers Life Securities, Inc

2024 - 2025 • 1 year

Syracuse, NY

Bankers Life & Casualty, Inc

2024 - 2025 • 1 year

Syracuse, NY

Le Moyne College

2021 - 2025 • 4 years

Syracuse, NY

Petland Inc

2020 - 2024 • 4 years

Cicero, NY

McDonalds

2018 - 2020 • 2 years

Syracuse, NY

UnEMPLOYED

2014 - 2018 • 4 years

Syracuse, NY

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Robert J

CFP®, Series 63

Baldwinsville, NY

Main Street Wealth Management, LLC

Robert Just is a CFP® with seven years of industry experience. He is the sole advisor at Main Street Wealth Management, LLC, where he has worked since 2019. Prior to that, he spent two years at Wolfson Wealth Management, LLC. Main Street Wealth Management provides portfolio management, financial planning, and ongoing pension and employee benefit plan consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm uses a variety of analytical methods and typically recommends mutual funds and ETFs while also incorporating fixed income, REITs, annuities, and other instruments. It offers regular account monitoring and pension consulting services tailored to plan demographics and objectives.

Annuities Real estate investing
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Mark P

Series 65

Skaneateles, NY

Interstellar Wealth LLC

Mark Peck is the sole advisor at Interstellar Wealth LLC, an independent registered investment adviser. He holds a Series 65 credential and has worked in the financial industry since 2012, including roles at Opus Bank, Rocket Dollar Inc., Forge Global Inc., and Directed Trust Co. Interstellar Wealth provides fee-only wealth management and financial planning services to individuals and high-net-worth clients. The firm uses a combination of passive and active fund selections guided by modern portfolio theory and offers discretionary and non-discretionary management, with the ability to incorporate socially responsible investing and alternative assets.

General estate planning guidance Charitable giving & philanthropy Cash flow / budgeting College savings (529s, UTMA, etc.) General retirement planning
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Nancy G

Series 63, Series 66, Series 65

Syracuse, NY

Edward S. Green & Associates, LLC

Nancy Green is a financial advisor with Edward S. Green & Associates, LLC in Syracuse, NY. She holds Series 63, Series 65, and Series 66 licenses and has six years of industry experience. Outside of her advisory role, she works as a human resources consultant for Bousquet Holstein PLLC. Edward S. Green & Associates functions primarily as a solicitor for an unaffiliated investment adviser, providing clients with financial concierge services that coordinate education, retirement, and estate planning alongside other financial professionals. The firm does not manage client investment accounts directly and operates without taking custody of client assets or charging advisory fees based on assets under management.

Wealth management
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Samuel K

Series 65

Syracuse, NY

Kraemer Capital Management LLC

Samuel Kraemer is the sole advisor at Kraemer Capital Management LLC in Syracuse, NY, holding a Series 65 credential with four years of industry experience. Prior to his advisory role, he has worked in various positions including at Hillside Children’s Center, where he serves as a Youth Advocate assisting high school students with graduation and post-secondary planning. Kraemer Capital Management LLC is an independent advisory firm providing discretionary investment management and comprehensive financial planning services primarily to individual clients. The firm focuses on tailored portfolios based on fundamental analysis and a long-term investment approach, with regular portfolio reviews and reporting.

General retirement planning College savings (529s, UTMA, etc.) Debt management
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Christopher D

CFA®

Fayetteville, NY

Constellation Asset Management, Inc.

Christopher Devoe is a CFA® charterholder with 24 years of experience at Constellation Asset Management, Inc., an independent firm based in Fayetteville, NY. He also owns and operates C&H Stamps, a mail-order collectibles business. Constellation Asset Management provides discretionary portfolio management primarily for individual and family accounts, as well as trusts, retirement plans, and corporate accounts, employing a combination of fundamental, technical, and cyclical analysis across various asset classes.

Active portfolio management Options & derivatives strategies
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Lucas S

Series 65

Syracuse, NY

LTS Wealth Management

Lucas Smith is the sole advisor at LTS Wealth Management in Syracuse, NY, holding a Series 65 credential with one year of industry experience. His background includes roles in education and union leadership, currently serving as Grievance Chair for the Baldwinsville Teachers Association and operating a basketball officiating business under Luke Smith, LLC. He has been involved in education and sports officiating for over a decade alongside his advisory work. LTS Wealth Management provides investment advisory and financial planning services to individuals, families, and small businesses, combining quantitative and qualitative analysis with an emphasis on long-term strategic asset allocation and tactical adjustments. The firm offers tailored planning engagements and account management without commissions or custody of client funds, operating on a small scale under a single adviser.

Tax-loss harvesting Options & derivatives strategies
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