Joel
Levy
Baron Silver Stevens Financial Advisors, LLC
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About this Advisor
Joel Levy is a personal financial specialist operating in Boca Raton, Florida who has 11 years of relevant experience. Levy currently works for Baron Silver Stevens Financial Advisors, LLC. Their career trajectory has included roles at Joel I. Levy, Cpa, P.A, Levy & Associates, Pa, Royal Alliance Associates, Inc and Baron Silver Stevens Financial Advisors, LLC. Levy has Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Florida and North Carolina. Baron Silver Stevens Financial Advisors, LLC is an advisory company operating out of Boca Raton, FL. It has $733 million in total assets across its 1,571 client accounts, placing it among the bigger firms in the nation by assets under management. The firm serves three charities and foundations. Of its 1,571 client accounts, 73% are held by high-net-worth clients who have more than $1 million in assets available to invest. Baron Silver Stevens Financial Advisors, LLC provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees for financial management largely depend on the services offered. Fee types billed by Baron Silver Stevens Financial Advisors, LLC can consist of asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Baron Silver Stevens Financial Advisors, LLC Brokerage Details
$732,747,421
10
1,571
$466,421
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Joel Levy Work History
Joel has been registered as a financial advisor for 11 years.*
Royal Alliance Associates, Inc
Baron Silver Stevens Financial Advisors, LLC
Levy & Associates, Pa
Joel I. Levy, Cpa, P.A
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joel 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 Baron Silver Stevens Financial Advisors, LLC
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
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