Levi MiskolcziCRD Number: 3052609
Current Firm: Lord, Abbett & Company LLC
Levi Miskolczi (CRD# 3052609) is an Investment Advisor Representative working at Lord, Abbett & Company LLC in Mooresville, NC and has over 18 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Lord Abbett Distributor, LLC||Jersey City, NJ||Mar 2003 - Current||14|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Pennington, NJ||Mar 1999 - Current||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1999|
|S65||NASAA Investment Advisors Law Examination||Nov 2000|
Total Assets Under Management137,577MILLIONS
Total Number of Accounts14,624ACCOUNTS
Average Account Value$9,407,604
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV