Clotilde
Levi
Bci Securities, Inc
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About this Advisor
Clotilde Levi is a financial advisor based in Miami, Florida, working with Bci Securities, Inc. Clotilde has previously held positions at Royal Capital Group, Cgis Securities LLC, Levco Real Estate Group LLC, Levco Investment Group LLC, Cgis Advisors LLC, Mml Investors Services, LLC, Mass Mutual Life Insurance Company, Bci Securities, Insigneo Securities, LLC, and Premier Capital Advisors LLC. Clotilde has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida. Currently, Clotilde is part of Bci Securities, Inc, which operates out of Miami, Florida. The firm has 3 offices and 65 employees. The firm manages assets totaling $321.0 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Bci Securities, Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Bci Securities, Inc Brokerage Details
$320,999,438
65
527
$609,107
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Clotilde Levi Work History
Bci Securities
Levco Real Estate Group LLC
Mml Investors Services, LLC
Mass Mutual Life Insurance Company
Insigneo Securities, LLC
Premier Capital Advisors LLC
Cgis Securities LLC
Cgis Securities LLC
Cgis Advisors LLC
Royal Capital Group
Levco Investment Group LLC
Cgis Securities LLC
Disclosures
Please visit the SEC profile of Clotilde 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 Bci Securities, Inc
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
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