Jay
Levy
Measured Wealth Private Client Group, LLC
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About this Advisor
Jay Levy is a certified financial planner who works in Portsmouth, New Hampshire with 6 years of industry experience. Levy works at Measured Wealth Private Client Group, LLC. Over the course of their career, Levy has held roles at H. Beck, Inc, Measured Wealth Client Group, Measured Wealth Private Client Group LLC, Ifs Advisory, LLC and Ifs Securities. Levy holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in New Hampshire. Measured Wealth Private Client Group, LLC is an advisory business that has its headquarters in Portsmouth, NH. The investment advisory business has offices in two locations and a total of 14 people on staff. It administers $385 million in assets under management across its 1,357 client accounts, making it one of the bigger investment advisory firms in the nation by assets under management. Of its 1,357 accounts, 18% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Measured Wealth Private Client Group, LLC has a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors largely depend on which services the firm provides the client. Fee types charged by Measured Wealth Private Client Group, LLC likely consist of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Measured Wealth Private Client Group, LLC Brokerage Details
$384,672,853
14
1,357
$283,473
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Jay Levy Work History
Jay has been registered as a financial advisor for 6 years.*
Measured Wealth Client Group
Measured Wealth Private Client Group LLC
Ifs Advisory, LLC
Ifs Securities
H. Beck, Inc
*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 Jay 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 Measured Wealth Private Client Group, LLC
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
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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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.
