Jeffrey
Levy

Securities America Advisors, Inc

CRD#1089449
Investment Advisor
in New York, NY
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About this Advisor

Jeffrey Levy is a certified financial planner whose office is in New York, New York. Currently an investment advisor with Securities America Advisors, Inc, Levy has a notable 29 years of work experience. Levy maintains Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Levy can work with clients based out of Texas. During their career, Levy has held roles at Harland Financial Services Corp, Securities America, Inc, Securities America Advisors, Inc and Edsa Group. Securities America Advisors, Inc is located in New York, New York, and operates out of 1,238 other brick-and-mortar locations across the nation. Overall, Securities America Advisors, Inc manages $22 billion in assets across 141,149 accounts and employs more than 1,875 people. The level of assets currently under the firm's management makes it one of the largest firms in the country. The firm manages 77,459 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 10% of the advisor firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. Securities America Advisors, Inc provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. The firm's fees may include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

29 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

Yes

Office Location

8 West 38Th Street Suite 1001
New York, NY 10018

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Securities America Advisors, Inc Brokerage Details

Total Assets Under Management

$21,887,351,786

NY Average: $1,978,216,465
Total Number of Employees

1,992

NY Average: 226
Total Number of Accounts

154,747

NY Average: 7,467
Average Account Size

$141,440

NY Average: $264,928

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Jeffrey Levy Work History

Jeffrey has 29 years of experience.

2001 - Present (18 years)

Securities America Advisors, Inc

1999 - Present (20 years)

Securities America, Inc

1989 - Present (30 years)

Harland Financial Services Corp

1995 - 2011 (16 years)

Edsa Group

Disclosures

Jeffrey Levy has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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