Gabriel Levy, financial advisor Louisville KY

Gabriel Levy

CRD Number: 6197414
Current Firm: Private Client Services, LLC

Gabriel Levy (CRD# 6197414) is an Investment Advisor Representative working at Private Client Services, LLC in Louisville, KY and has over 9 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Private Client Serivces Fort Lauderdale, FL Jan 2023 - Current 1
Ffg Partners, Llc D/b/a Fiori Financial Group Fort Lauderdale, FL Dec 2022 - Current 1
Fiori Financial Group Fort Lauderdale, FL Feb 2021 - Current 3
Gel Capital, LLC Hollywood, FL Jan 2018 - Current 6
Gabriel Levy Hollywood, FL Jul 2016 - Current 7
Ide Technologies Hollywood, FL Jan 2000 - Current 24
Raymond James Financial Services, Inc. Fort Lauderdale, FL Feb 2021 - Jan 2023 1
Raymond James Financial Services Advisors, Inc. Fort Lauderdale, FL Feb 2021 - Jan 2023 1
Liebman Group Hollywood, FL Mar 2018 - Feb 2021 2
Startup Bootcamp Miami, FL Jan 2017 - Mar 2018 1
Raymond James Financial Services, Inc. Fort Lauderdale, FL Jan 2016 - Dec 2016 < 1
Raymond James Financial Services Advisors, Inc. Fort Lauderdale, FL Jan 2016 - Dec 2016 < 1
Fiori Financial Group Fort Lauderdale, FL Jun 2013 - Dec 2016 3
Lpl Ft Lauderdale, FL Jan 2015 - Dec 2015 < 1
Yeshiva University New York, NY Jan 2011 - Dec 2014 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2015
Contact Info for Gabriel E. Levy
Phone Number: 502-451-0600
Firm Website: http://www.kfg.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    663
    MILLIONS
  • Total Number of Accounts
    2,669
    ACCOUNTS
  • Average Account Value
    $248,429
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States

ND

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