Joel Levy (CRD# 2845713) is an Investment Advisor Representative working at Baron Silver Stevens Financial Advisors, LLC in Boca Raton, FL and has over 27 years of experience in the finance industry.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 1235698
World Equity Group, Inc.
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Royal Alliance Associates, Inc. | Ftl Lauderdale, FL | Feb 2004 - Current | 20 |
| Baron Silver Stevens Financial Advisors, LLC | Boca Raton, FL | Apr 2003 - Current | 21 |
| Levy & Associates, Pa | Boca Raton, FL | Sep 1997 - Current | 26 |
| Joel I. Levy, Cpa, P.a. | Pembroke Pines, FL | Oct 1988 - Current | 35 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 1997 |
| S63 | Uniform Securities State Law Examination | Jan 2015 |
- FL
- NC
-
Total Assets Under Management866MILLIONS
-
Total Number of Accounts1,644ACCOUNTS
-
Average Account Value$526,878
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
CO, FL, GA, IL, LA, MA, NC, NJ, NY, PA, TX
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