Daniel LevyCRD Number: 6216840
Current Firm: Ubs Financial Services Inc.
Daniel Levy (CRD# 6216840) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Weehawken, NJ and has over 3 years of experience in the finance industry.
Cfs Investment Advisory Services LLC
Legacy Care Wealth, LLC
|Ubs Financial Services Inc.||Weehawken, NJ||Sep 2015 - Current||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Jersey City, NJ||Jun 2013 - Sep 2015||2|
|The Jordan Edmiston Group, Inc.||New York, NY||Feb 2013 - May 2013||< 1|
|Vidrio Financial||New York, NY||Feb 2013 - May 2013||< 1|
|Nyu Stern School Of Business||New York, NY||Jul 2011 - May 2013||1|
|11t Partners, LLC||New York, NY||Sep 2012 - Feb 2013||< 1|
|Citi||New York, NY||May 2012 - Aug 2012||< 1|
|Stony Lonesome Group, LLC||Wilton, CT||Feb 2012 - May 2012||< 1|
|Unemployed||Jacksonville, FL||Apr 2011 - Jun 2011||< 1|
|Special Projects Patrol Squadron 1||Jacksonville, FL||Jan 2009 - Mar 2011||2|
|Spawar Systems Center Pacific||San Diego, CA||Jun 2005 - Jan 2009||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2013|
Total Assets Under Management358,253MILLIONS
Total Number of Accounts860,383ACCOUNTS
Average Account Value$416,388
- 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)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
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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