Floyd Levy, financial advisor New York NY

Floyd Levy

CRD Number: 1848418
Current Firm: Voya Investment Management Company LLC

Floyd Levy (CRD# 1848418) is an Investment Advisor Representative working at Voya Investment Management Company LLC in New York, NY and has over 35 years of experience in the finance industry.

Similar Advisors
Michael Kay, financial advisor New York NY
Michael F. Kay
CRD# 1420183
Financial Life Focus, LLC
Similar Advisors
Eric Bloom, financial advisor New York NY
Eric M. Bloom
CRD# 2708116
Park Avenue Securities LLC
Similar Advisors
David Fowler, financial advisor New York NY
David A. Fowler
CRD# 5146297
Origin Investment Advisory LLC
Company Name Location Dates Years
Voya Investment Management Babylon, NY May 2014 - Current 9
Voya Investments Distributor, LLC Windsor, CT May 2014 - Current 9
Voya Investment Management Company, LLC New York, NY May 2014 - Current 9
Ing Investment Management Company Babylon, NY Apr 2008 - May 2014 6
Ing Funds Distributor, LLC Babylon, NY Mar 2008 - May 2014 6
Ing Investment Management Babylon, NY Mar 2008 - May 2014 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1988
S65 NASAA Investment Advisors Law Examination Nov 2002
Contact Info for Floyd M. Levy
Phone Number: 212-309-8200
Registered State(s):
  • AK
  • AZ
  • CT
  • DE
  • DC
  • FL
  • GA
  • IL
  • IN
  • KY
  • LA
  • ME
  • MD
  • MA
  • NH
  • NJ
  • NM
  • NY
  • ND
  • OK
  • PA
  • RI
  • SC
  • TX
  • VT
  • VA
By the Numbers
  • Total Assets Under Management
    236,710
    MILLIONS
  • Total Number of Accounts
    62,080
    ACCOUNTS
  • Average Account Value
    $3,812,981
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • 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
  • 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

Ready to hire a financial advisor? Get competitive proposals from Floyd Levy and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.