Amy Levenson, financial advisor New York NY
93 score

Amy Levenson

CRD Number: 1407091
Current Firm: Ubs Financial Services Inc.

Amy Levenson (CRD# 1407091) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New York, NY and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Inc. New York, NY Mar 2016 - Current < 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Mar 2016 1
Morgan Stanley New York, NY Aug 2013 - Jan 2015 1
Avison Young New York, NY Mar 2012 - Jul 2013 1
Nai Global Of Nyc New York, NY Nov 2011 - Mar 2012 < 1
Newoak Capital Markets LLC New York, NY Aug 2009 - Nov 2011 2
Grubb & Ellis Company New York, NY May 2009 - Jul 2009 < 1
Barclays Capital New York, NY Apr 2004 - May 2009 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2013
S63 Uniform Securities State Law Examination Nov 1985
Contact Info for Amy B. Levenson
Phone Number: 201-352-3000
Registered State(s):
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    358,253
    MILLIONS
  • Total Number of Accounts
    860,383
    ACCOUNTS
  • Average Account Value
    $416,388
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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