Scott LevyCRD Number: 6298550
Current Firm: Cambridge Investment Research Advisors, Inc.
Scott Levy (CRD# 6298550) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Newtown, PA and has over 7 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Hamilton-bates Investment Research, Inc.
Oppenheimer & Company Inc.
|Cambridge Investment Research, Inc.||Fairfield, IA||Nov 2016 - Current||5|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Nov 2016 - Current||5|
|Allied Wealth Partners||New York, NY||Feb 2014 - Nov 2016||2|
|Minnesota Life Insurance Company||St Paul, MN||Feb 2014 - Nov 2016||2|
|Securian Financial Services, Inc.||St Paul, MN||Feb 2014 - Nov 2016||2|
|Unemployed||None, NJ||Nov 2012 - Feb 2014||1|
|Crw Graphics||Pennsauken, NJ||May 2009 - Oct 2012||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2014|
Total Assets Under Management68,505MILLIONS
Total Number of Accounts337,618ACCOUNTS
Average Account Value$202,907
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Market timing services
- Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY
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