Javier
Levy
Valley Financial Management, Inc
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About this Advisor
Javier Levy is a financial advisor based in Miami, Florida, working with Valley Financial Management, Inc. Javier has previously held positions at Leumi Investment Services Inc, Bank Leumi USA, Valley Financial Management, Inc, Valley National Bank, and Valley Wealth Managers, Inc. Javier has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Javier is part of Valley Financial Management, Inc, which operates out of Miami, Florida. The firm has 8 offices and 102 employees. The firm manages assets totaling $334.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and publication of newsletters. The fee structure at Valley Financial Management, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Valley Financial Management, Inc Brokerage Details
$334,890,166
102
506
$661,838
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
Javier Levy Work History
Valley Wealth Managers, Inc
Valley Financial Management, Inc
Valley National Bank
Leumi Investment Services Inc
Bank Leumi Usa
Disclosures
Please visit the SEC profile of Javier 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 Valley Financial Management, Inc
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
Miami, FL
Miami, FL
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