Stephen
Levy
Birdrock Wealth
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About this Advisor
Stephen Levy is a financial advisor based in Austin, Texas, working with Birdrock Wealth. Stephen has previously held a position at Bird Rock Asset Management. Stephen has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Stephen is part of Birdrock Wealth, which operates out of Austin, Texas. The firm has 5 employees and manages assets totaling $129.1 million. The firm serves high-net-worth clients and offers services including financial planning and portfolio management for individuals and small businesses. The fee structure at Birdrock Wealth includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Birdrock Wealth Brokerage Details
$129,068,051
5
420
$307,305
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Stephen Levy Work History
Bird Rock Asset Management
Disclosures
Please visit the SEC profile of Stephen 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 Birdrock Wealth
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Minneapolis, MN
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