Parker
Levy

Regent Properties

CRD#7548146
Investment Advisor
in Los Angeles, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Parker Levy is a financial advisor based in Los Angeles, California, working with Regent Properties. Parker has previously held positions at Regent Properties LLC, Stream Realty Partners, Endeavor Real Estate Group, Goldman Sachs Co, University Of Texas At Austin, and Name Of Firm Or Student. Parker is registered to provide services in Texas. Currently, Parker is part of Regent Properties, which operates out of Los Angeles, California. The firm has 2 offices and 43 employees. The firm manages assets totaling $2.2 billion and offers services including portfolio management for institutional clients and other services. The fee structure at Regent Properties includes asset-based and performance-based fees.

Services Offered

Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

12100 Wilshire Blvd., Suite 1750
Los Angeles, CA 90025

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Regent Properties Brokerage Details

Total Assets Under Management

$2,217,476,411

CA Average: $7,578,581,321
Total Number of Employees

43

CA Average: 43
Total Number of Accounts

17

CA Average: 3,727
Average Account Size

$130,439,789

CA Average: $2,033,427

Investment Advisory Services

  • Portfolio management for businesses or institutional clients
  • Other

Parker Levy Work History

2021 - Present (4 years)

Regent Properties LLC

2020 - 2020 (< 1 year)

Endeavor Real Estate Group

2020 - 2021 (1 year)

Goldman Sachs Co

2019 - 2019 (< 1 year)

Stream Realty Partners

2016 - 2020 (4 years)

University Of Texas At Austin

2008 - 2016 (8 years)

Name Of Firm Or Student

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Parker Levy 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 Regent Properties

John Perry
Dallas, TX
Colin Rosenbaum
Dallas, TX
Reilly Forrest
Los Angeles, CA
Parker Levy
Los Angeles, CA
Eric Fleiss
Los Angeles, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started