Edward Levi (CRD# 862732) is an Investment Advisor Representative working at Lazari Capital Management, Inc. in Woodland Hills, CA and has over 34 years of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6724246
Modern Assets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lazari Capital Management, Inc. | Woodland Hills, CA | Nov 2018 - Current | 5 |
| Beverly Hills Wealth Management | Beverly Hills, CA | May 2015 - Oct 2018 | 3 |
| Oak Shore Partners, LLC | Beverly Hills, CA | Dec 2016 - Jun 2017 | < 1 |
| Mutual Securities, Inc. | Camarillo, CA | Jun 2015 - Feb 2016 | < 1 |
| Morgan Stanley Private Bank, National Association | New York, NY | Jan 2015 - May 2015 | < 1 |
| Morgan Stanley | Beverly Hills, CA | Jul 2007 - Apr 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1990 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management471MILLIONS
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Total Number of Accounts1,145ACCOUNTS
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Average Account Value$411,484
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, CO, FL, GA, NC, NV, NY, OH, PA, SC, TX, VA, WA, WV
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