Lee Levy (CRD# 6539493) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Bal Harbour, FL and has 1 year of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Truist Advisory Services, Inc. | Coralgables, FL | Nov 2022 - Current | 1 |
| Truist Investment Services, Inc. | Coral Gables, FL | Oct 2022 - Current | 1 |
| Safra Securities LLC | Aventura, FL | Jul 2015 - Oct 2022 | 7 |
| Safra National Bank Of New York | Aventura, FL | Oct 2014 - Oct 2022 | 8 |
| Leal Import | Caracas, | Aug 2009 - Jul 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2022 |
- FL
-
Total Assets Under Management61,370MILLIONS
-
Total Number of Accounts124,201ACCOUNTS
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Average Account Value$494,117
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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