Gabriel
Levy
Private Client Services, LLC
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About this Advisor
Gabriel Levy is a financial advisor based in Louisville, Kentucky, working with Private Client Services, LLC. Gabriel has previously held positions at Yeshiva University, Lpl, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors, Inc, Fiori Financial Group, Startup Bootcamp, Liebman Group, Ide Technologies, Gel Capital, LLC, Gabriel Levy, Ffg Partners, LLC D/B/A Fiori Financial Group, and Private Client Services. Gabriel has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Gabriel is part of Private Client Services, LLC, which operates out of Louisville, Kentucky. The firm has 19 offices and 60 employees. The firm manages assets totaling $845.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Private Client Services, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Private Client Services, LLC Brokerage Details
$845,810,789
60
2,890
$292,668
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Gabriel Levy Work History
Private Client Serivces
Ffg Partners, LLC D/B/A Fiori Financial Group
Fiori Financial Group
Gel Capital, LLC
Gabriel Levy
Ide Technologies
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors, Inc
Liebman Group
Startup Bootcamp
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors, Inc
Lpl
Fiori Financial Group
Yeshiva University
Disclosures
Please visit the SEC profile of Gabriel 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 Private Client Services, LLC
Louisville, KY
Rockville, MD
Louisville, KY
Gaithersburg, MD
Westerville, OH
Louisville, KY
Appleton, WI
Richmond, VA
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.
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