Charles
Levy

Gilder Gagnon Howe & Co. LLC

CRD#5138037
Investment Advisor
in New York, NY

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About this Advisor

Charles Levy is a financial advisor based in New York, New York, working with Gilder Gagnon Howe & Co. LLC. Charles has previously held positions at Gilder Gagnon Howe & Co. LLC and 12 West Capital Management. Charles has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New York. Currently, Charles is part of Gilder Gagnon Howe & Co. LLC, which operates out of New York, New York. The firm has 85 employees and manages assets totaling $9.4 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, as well as portfolio management for institutional clients. The fee structure at Gilder Gagnon Howe & Co. LLC includes asset-based and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Commissions

Office Location

475 Tenth Avenue
New York, NY 10018

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Gilder Gagnon Howe & Co. LLC Brokerage Details

Total Assets Under Management

$9,441,552,498

NY Average: $7,464,549,021
Total Number of Employees

85

NY Average: 88
Total Number of Accounts

9,246

NY Average: 3,892
Average Account Size

$1,021,150

NY Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Charles Levy Work History

2021 - Present (3 years)

Gilder Gagnon Howe & Co. LLC

2011 - 2021 (10 years)

12 West Capital Management

Disclosures

Please visit the SEC profile of Charles 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 Gilder Gagnon Howe & Co. LLC

Jamie Sherr
New York, NY
Mark Boltres
New York, NY
Neel Kulkarni
New York, NY
Onelia Rodriguez Cepin
New York, NY
Ying Zhang
New York, NY
Deven Markase
New York, NY
Michael Bermingham
New York, NY
Charles Levy
New York, NY

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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