Lawrence Levy (CRD# 1210556) is an Investment Advisor Representative working at Ike Capital, LLC in Roslyn, NY and has over 34 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 4632189
Sarsi, LLC
CRD# 1483428
Abbington Investment Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ike Capital, LLC | New York, NY | Sep 2004 - Current | 19 |
| Wunderlich Securities, Inc. | Memphis, TN | Jan 2015 - Sep 2016 | 1 |
| Dominick & Dominick LLC | New York, NY | Sep 2004 - Jan 2015 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1989 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2006 |
- NY
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Total Assets Under Management162MILLIONS
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Total Number of Accounts121ACCOUNTS
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Average Account Value$1,341,579
- A percentage of assets under your management
- 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)
FL, NY
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