Joseph
Levy
Concorde Asset Management, LLC
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About this Advisor
Joseph Levy is a financial advisor based out of East Setauket, New York. Levy works at Concorde Asset Management, LLC. Their career trajectory has included roles at Concorde Investment Services, Marcus & Millichap, Compass Commercial and Concorde Asset Management, LLC. Levy has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in California. Concorde Asset Management, LLC is an advisory business operating out of Livonia, MI. The investment advisory business has offices in 40 locations and a total of 74 people on staff. It manages $306 million in total assets between its 2,371 customer accounts, placing it among the mid-sized firms in the country by assets under management. Of its 2,371 client accounts, just 2% belong to high-net-worth investors who have more than $1 million in investable assets. The firm offers a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advisory services vary depending on which services the firm provides the client. However, fee types charged by Concorde Asset Management, LLC likely include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Concorde Asset Management, LLC Brokerage Details
$305,690,467
74
2,371
$128,929
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
Joseph Levy Work History
Joseph has been registered as a financial advisor for 0 years.*
Concorde Asset Management, LLC
Concorde Investment Services
Compass Commercial
Marcus & Millichap
*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 Joseph 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 Concorde Asset Management, LLC
Livonia, MI
East Setauket, NY
Livonia, MI
Livonia, MI
Livonia, MI
Livonia, MI
Livonia, MI
Livonia, MI
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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