Edward
Levi
Lazari Capital Management, Inc
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About this Advisor
Edward Levi is a financial advisor based in Canoga Park, California, working with Lazari Capital Management, Inc. Edward has previously held positions at Morgan Stanley, Morgan Stanley Private Bank, National Association, Beverly Hills Wealth Management, Mutual Securities, Inc, Oak Shore Partners, LLC, and Lazari Capital Management, Inc. Edward has passed the Series 63 regulatory exam and is registered to provide services in California. Currently, Edward is part of Lazari Capital Management, Inc, which operates out of Canoga Park, California. The firm has 1 office and 8 employees. The firm manages assets totaling $471.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Lazari Capital Management, Inc includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lazari Capital Management, Inc Brokerage Details
$471,149,663
8
1,145
$411,484
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Edward Levi Work History
Lazari Capital Management, Inc
Oak Shore Partners, LLC
Morgan Stanley Private Bank, National Association
Beverly Hills Wealth Management
Mutual Securities, Inc
Morgan Stanley
Disclosures
Please visit the SEC profile of Edward Levi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lazari Capital Management, Inc
Canoga Park, CA
Glendale, CA
Easton, CT
Canoga Park, CA
Canoga Park, CA
Hilton Head, SC
Canoga Park, CA
Canoga Park, CA
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