William
Levis

First Allied Advisory Services, Inc

CRD#3199434
Investment Advisor
in New York, NY
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About this Advisor

William Levis is a certified financial planner in New York, New York. Currently a registered investment advisor with First Allied Advisory Services, Inc, they have accrued 11 years of experience in the financial advisory industry. Levis holds Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Levis is able to advise customers in New Jersey. Over the course of their career, they have held roles at Citigroup Global Markets Inc, First Allied Securities, Inc and First Allied Advisory Services, Inc. First Allied Advisory Services, Inc is based out of New York, New York, and has 549 offices throughout the nation. In total, First Allied Advisory Services, Inc manages $6 billion in assets throughout 27,866 accounts and retains more than 651 people. The amount of assets the firm manages places it among the largest investment advisory firms in the country. The firm manages 27,402 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 13% of the advisory firm's customers are high-net-worth individuals, meaning they have over $1 million in investable assets. First Allied Advisory Services, Inc provides 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. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

11 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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

10 Waterside Plaza Suite 4H
New York, NY 10010

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First Allied Advisory Services, Inc Brokerage Details

Total Assets Under Management

$5,838,758,448

NY Average: $7,578,581,321
Total Number of Employees

651

NY Average: 43
Total Number of Accounts

27,866

NY Average: 3,727
Average Account Size

$209,530

NY Average: $2,033,427

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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
  • Educational seminars/workshops

William Levis Work History

William has 11 years of experience.

2012 - Present (7 years)

First Allied Advisory Services, Inc

2009 - Present (10 years)

First Allied Securities, Inc

2007 - 2009 (2 years)

Citigroup Global Markets Inc

Disclosures

William Levis has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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