David Levy, financial advisor New York NY
90 score

David Levy

CRD Number: 1362597
Current Firm: U.s. Bancorp Investments, Inc.

David Levy (CRD# 1362597) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in New York, NY and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
U.s. Bancorp Investments, Inc. New York, NY Aug 2011 - Current 6
U.s. Bank New York, NY Aug 2011 - Current 6
Municipal Regulatory Consulting LLC West Windsor, NJ Sep 2009 - Aug 2011 1
Ubs New York, NY Mar 2001 - Jun 2009 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2013
Contact Info for David B. Levy
Phone Number: 800-888-4700
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    6,171
    MILLIONS
  • Total Number of Accounts
    27,543
    ACCOUNTS
  • Average Account Value
    $224,036
Compensation Options
  • A percentage of assets under your management
  • 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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

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, WY

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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