Michael
Levy
Clark Asset Management, LLC
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About this Advisor
Michael Levy is a financial advisor based in Broomall, Pennsylvania, working with Clark Asset Management, LLC. Michael has previously held positions at Sandifer And Associates, Kildare Capital, YMCA, Spring Hill College, Ameriprise Financial, Riversedge Advisors, LLC, and Clark Asset Management, LLC. Michael has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Michael is part of Clark Asset Management, LLC, which operates out of Broomall, Pennsylvania. The firm has 3 offices and 8 employees. The firm manages assets totaling $457.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Clark Asset Management, LLC includes fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Clark Asset Management, LLC Brokerage Details
$457,305,856
8
633
$722,442
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Michael Levy Work History
Clark Asset Management, LLC
Riversedge Advisors, LLC
Riversedge Advisors, LLC
Ameriprise Financial
Sandifer And Associates
Kildare Capital
Ymca
Spring Hill College
Disclosures
Please visit the SEC profile of Michael 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 Clark Asset Management, LLC
Portsmouth, NH
Broomall, PA
North Richland Hills, TX
Ontario, 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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