Anthony
Leva

Fisher Investments

CRD#1748350
Investment Advisor
in Dix Hills, NY

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About this Advisor

Anthony Leva is a financial advisor operating in Dix Hills, New York who has 16 years of industry experience. Leva currently works for Fisher Investments. They have spent the entirety of their career at Fisher Investments. Leva maintains a Series 63 license, certifying them as a securities representative, and is registered to operate in New Jersey and New York. Fisher Investments is a registered investment firm that has its headquarters in Plano, TX. It has offices in 14 locations and a total of 3,349 employees. It handles $192 billion in total assets across its 269,289 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides financial advisory services to 37 charities and foundations. Of its 269,289 customer accounts, 46% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Fisher Investments offers a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and other services. Fees for financial management usually vary depending on the type of financial services offered. However, fee types billed by Fisher Investments likely include any combination of asset-based and performance-based fees.

Certifications and Registrations

Series 63

Years Registered*

16 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

Dix Hills, NY

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Fisher Investments Brokerage Details

Total Assets Under Management

$192,398,103,714

NY Average: $3,042,739,679
Total Number of Employees

3,349

NY Average: 49
Total Number of Accounts

269,289

NY Average: 2,315
Average Account Size

$714,467

NY Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Other

Anthony Leva Work History

Anthony has been registered as a financial advisor for 16 years.*

1999 - Present (25 years)

Fisher Investments

*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 Anthony Leva 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 Fisher Investments

Roma Miller
Plano, TX
Melissa Sullivan
Plano, TX
Patrick Mccormick
Westerville, OH
Frank Fontanella
Marietta, GA
Marcel Dumont
Tampa, FL
Jeffrey Pine
Plano, TX
Christopher Fuss
Plano, TX
Theodore Stern
Plano, TX

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.

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