Marc
Levy
Cetera Advisors LLC
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About this Advisor
Marc Levy is a financial advisor who works out of New York, New York with a total of 3 years of relevant experience. Levy works at Cetera Advisors LLC. Throughout their career, Levy has worked at Metropolitan Life Insurance Company, Metlife Securities Inc, Ameriprise Financial Services, Inc, Cetera Advisors, Mbl Financial Advisors, Mbl Benefits Consulting, Mbl Financial Group, American Insurance Center, World Insurance Associates, LLC and Jams Profits Ii. Levy holds a Series 63 license, designating them as a securities broker, and is registered to advise clients in New Jersey, New York and Texas. Cetera Advisors LLC is an advisory firm headquartered in Englewood, CO. The company has offices in 692 locations and a total of 1,047 financial advisors. It handles $21 billion in assets among its 90,646 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to 294 charities and foundations. Of its 90,646 customer accounts, 26% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Cetera Advisors LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fee schedules are based on which service is provided. Fees charged by Cetera Advisors LLC likely are comprised of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cetera Advisors LLC Brokerage Details
$21,227,977,082
1,047
90,646
$234,185
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
- Educational seminars/workshops
Marc Levy Work History
Marc has been registered as a financial advisor for 3 years.*
World Insurance Associates, LLC
Cetera Advisors
Mbl Financial Advisors
American Insurance Center
Jams Profits Ii
Mbl Financial Group
Mbl Benefits Consulting
Ameriprise Financial Services, Inc
Metropolitan Life Insurance Company
Metlife Securities 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 Marc 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 Cetera Advisors LLC
Westborough, MA
Belmar, NJ
Boca Raton, FL
Missoula, MT
San Diego, CA
Orlando, FL
Lake Oswego, OR
Franklin, WI
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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