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Los Angeles, CA Office

Team
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L & S Advisors, Inc logo

L & S Advisors, Inc

Team

Firm-wide stats for L & S Advisors, Inc

Total advisors

12

Across 2 offices

Clients per advisor

88 High

Avg AUM per client

$887,565 Typical

HNW client ratio

18% Low

About

L&S Advisors serves individuals (including high-net-worth clients), trusts, businesses, and both plan sponsors and participants, providing discretionary investment management, financial planning, retirement-plan consulting, and sub‑advisory services. The firm manages about $1.16 billion across roughly 1,054 client accounts through a team of 12 advisors and also supports participant “held‑away” accounts via a third‑party platform (Pontera).

The firm’s investment approach is tactical and unconstrained, applying a range of named strategies (e.g., Tactical Equity Opportunities, Tactical Equity Income, Core/Core‑Select, and several fixed‑income and alternative strategies) that can include concentrated sector positions, ETFs, individual equities, municipal and corporate bonds, and private alternatives. L&S’s brochure discloses active use of derivatives (covered calls, long puts and, in rare cases with client consent, uncovered options) and the use of margin/borrowing in managed accounts, and it documents periodic performance reporting and portfolio reviews.

What is distinctive for a team firm of this size is L&S’s explicit participation in wrap fee programs and its combination of features not often seen together: documented use of derivatives and margin in separately managed accounts, management of wrap and held‑away program accounts, regular performance reporting, and reliance on third‑party vendors for proxy voting (Institutional Shareholder Services) and custodial relationships (Schwab/Fidelity). The brochure also details trade aggregation and block‑trading practices and a range of private investment vehicles (private REITs, private equity, private lending, and interval funds), underscoring a breadth of implementation tools beyond standard long‑only equity and fixed‑income management.

Based on L & S Advisors, Inc

Expertise

Active portfolio management Concentrated stock management Private / alternative investments Options & derivatives strategies

Based on L & S Advisors, Inc

Occupation focus

Founder/Business Owner Retired

Based on L & S Advisors, Inc

Location

11766 Wilshire Blvd, Suite 845

Los Angeles CA 90025

Advisors at this office

11

Advisors at this office

user avatar

Edlyn R

Series 65

Los Angeles, CA

L & S Advisors, Inc

Edlyn Ruiz is a financial advisor at L & S Advisors, Inc. with a Series 65 designation and nine years of prior experience at JP Morgan Asset Management. She has been with L & S Advisors since 2025. L & S Advisors serves individuals—including high-net-worth clients—trusts, businesses, and retirement plan sponsors and participants, offering discretionary investment management, financial planning, retirement-plan consulting, and sub-advisory services. The firm employs a tactical and unconstrained investment approach that includes a variety of strategies, active derivatives use, and management of wrap and held-away program accounts.

Active portfolio management Concentrated stock management Private / alternative investments Options & derivatives strategies Founder/Business Owner Retired
user avatar

Ofer B

Series 63, Series 65, Series 66

Los Angeles, CA

L & S Advisors, Inc

Ofer Ben Menahem is a financial advisor at L & S Advisors, Inc. in Los Angeles, CA, holding Series 63, 65, and 66 licenses with 16 years of industry experience. His prior firms include RVW Wealth, LLC, First Foundation, and Mercer Advisors. L & S Advisors serves individuals, trusts, businesses, and retirement plan sponsors and participants, offering discretionary investment management, financial planning, retirement-plan consulting, and sub-advisory services. The firm employs a tactical and unconstrained investment approach utilizing various strategies and asset classes, including derivatives and margin in managed accounts, and manages about $1.16 billion across more than 1,000 client accounts.

Active portfolio management Concentrated stock management Private / alternative investments Options & derivatives strategies Founder/Business Owner Retired
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Stephen S

CFA®, Series 63

Los Angeles, CA

L & S Advisors, Inc

Stephen Seo is a CFA® charterholder with 10 years of industry experience. He currently works at L & S Advisors, Inc., joining the firm in 2023 after eight years at RVW Wealth, LLC. L & S Advisors serves individuals, trusts, businesses, and retirement-plan clients by providing discretionary investment management, financial planning, and sub-advisory services. The firm employs a tactical and unconstrained investment approach across a variety of strategies, including equities, fixed income, alternatives, and uses derivatives and margin in managed accounts.

Active portfolio management Concentrated stock management Private / alternative investments Options & derivatives strategies Founder/Business Owner Retired
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Jason S

Series 65

Los Angeles, CA

L & S Advisors, Inc

Jason Scott is a Series 65-licensed financial advisor with L & S Advisors, Inc., based in Los Angeles, CA. He has eight years of industry experience and has been with L & S Advisors in various roles since 2012. L & S Advisors serves individuals, trusts, businesses, and retirement plan sponsors and participants, offering discretionary investment management, financial planning, and retirement-plan consulting. The firm employs a tactical and unconstrained investment approach utilizing a variety of strategies and asset types, including derivatives and private investments.

Active portfolio management Concentrated stock management Private / alternative investments Options & derivatives strategies Founder/Business Owner Retired
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Ryan B

Series 63, Series 65

Los Angeles, CA

L & S Advisors, Inc

Ryan Brouillette is a financial advisor at L & S Advisors, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Kayne Anderson Capital Advisors, L.P. and Roxbury Capital Management LLC. L & S Advisors serves individuals, trusts, businesses, and retirement plan sponsors and participants, offering discretionary investment management, financial planning, retirement-plan consulting, and sub-advisory services. The firm employs a tactical and unconstrained investment approach, utilizing a variety of strategies including equities, fixed income, alternatives, and derivatives across its managed accounts.

Active portfolio management Concentrated stock management Private / alternative investments Options & derivatives strategies Founder/Business Owner Retired
user avatar

Craig W

Series 65

Los Angeles, CA

L & S Advisors, Inc

Craig Weston is a financial advisor at L&S Advisors, Inc in Los Angeles, CA, holding a Series 65 designation with 10 years of industry experience. He has been with L&S Advisors since 2016. L&S Advisors serves individuals, trusts, businesses, and retirement plan sponsors and participants with discretionary investment management, financial planning, retirement-plan consulting, and sub-advisory services. The firm employs a tactical and unconstrained investment approach, utilizing a variety of strategies and instruments including derivatives and margin, while managing a diverse range of accounts through a 12-advisor team.

Active portfolio management Concentrated stock management Private / alternative investments Options & derivatives strategies Founder/Business Owner Retired
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Sy L

Series 66

Los Angeles, CA

L & S Advisors, Inc

Sy Lippman is a financial advisor with L & S Advisors, Inc. in Los Angeles, holding a Series 66 designation and 27 years of industry experience. He previously worked at Lippman, Scott & Associates for 38 years. Lippman is also a general partner and passive investor in Anthem Leasing Associates. L & S Advisors serves individuals, trusts, businesses, and retirement plan sponsors and participants, offering discretionary investment management, financial planning, retirement-plan consulting, and sub-advisory services. The firm employs a tactical and unconstrained investment approach across a variety of strategies and asset classes, including active use of derivatives and margin within managed accounts.

Active portfolio management Concentrated stock management Private / alternative investments Options & derivatives strategies Founder/Business Owner Retired
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Debora N

Los Angeles, CA

L & S Advisors, Inc

Debora Nunez is a financial advisor at L & S Advisors, Inc in Los Angeles, CA, with six years of industry experience. She has been with L & S Advisors since 2016. L & S Advisors serves individuals, trusts, businesses, and retirement plan sponsors and participants, offering discretionary investment management, financial planning, retirement-plan consulting, and sub-advisory services. The firm employs a tactical and unconstrained investment approach across a variety of strategies and asset classes, including active use of derivatives and margin in managed accounts.

Active portfolio management Concentrated stock management Private / alternative investments Options & derivatives strategies Founder/Business Owner Retired
user avatar

Ralph S

Series 66

Los Angeles, CA

L & S Advisors, Inc

Ralph Scott is a financial advisor at L & S Advisors, Inc. in Los Angeles, CA, holding a Series 66 designation with 27 years of industry experience. He previously worked at Lippman Scott & Associates for 38 years. Scott serves as a board member of Cedar Sinai Hospital, attending quarterly meetings since 2009. L & S Advisors serves individuals, trusts, businesses, and retirement-plan sponsors and participants, offering discretionary investment management, financial planning, retirement-plan consulting, and sub-advisory services. The firm employs a tactical and unconstrained investment approach across multiple strategies, including equities, fixed income, alternatives, and active use of derivatives and margin, managing approximately $1.16 billion for over 1,000 client accounts.

Active portfolio management Concentrated stock management Private / alternative investments Options & derivatives strategies Founder/Business Owner Retired
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Ian M

Series 65

Los Angeles, CA

L & S Advisors, Inc

Ian Manongdo is a Series 65-registered advisor with L & S Advisors, Inc. in Los Angeles, CA, and has seven years of industry experience. He has worked at L & S Advisors since 2016, with a brief period at Larry's from 2016 to 2018. L & S Advisors serves individuals, trusts, businesses, and retirement plan clients, providing discretionary investment management, financial planning, and consulting services. The firm manages approximately $1.16 billion across more than 1,000 accounts using a tactical and unconstrained investment approach that includes derivatives, margin, and a variety of equity, fixed-income, and private alternative strategies.

Active portfolio management Concentrated stock management Private / alternative investments Options & derivatives strategies Founder/Business Owner Retired
user avatar

Lin Chun L

Series 65

Los Angeles, CA

L & S Advisors, Inc

Lin Chun Liu is a Series 65-licensed financial advisor at L & S Advisors, Inc. in Los Angeles, CA, with 18 years of industry experience. She has been with L & S Advisors since 2009. L & S Advisors serves individuals, trusts, businesses, and retirement plan sponsors and participants, providing discretionary investment management, financial planning, retirement-plan consulting, and sub-advisory services. The firm applies a tactical, unconstrained investment approach with a range of strategies and active use of derivatives and margin, managing approximately $1.16 billion across over 1,000 client accounts.

Active portfolio management Concentrated stock management Private / alternative investments Options & derivatives strategies Founder/Business Owner Retired
View complete list of advisors at this office
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