Matthew Levy, financial advisor York PA

Matthew Levy

CRD Number: 2060287
Current Firm: Janney Montgomery Scott LLC

Matthew Levy (CRD# 2060287) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in York, PA and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Janney Montgomery Scott LLC York, PA Mar 2021 - Current 3
Bank Of America, N.a. York, PA Feb 2014 - Mar 2021 7
Merrill Lynch, Pierce, Fenner & Smith Incorporated York, PA Apr 1990 - Mar 2021 30
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1990
S65 NASAA Investment Advisors Law Examination Feb 1993
Contact Info for Matthew J. Levy
Phone Number: 215-665-6000
Registered State(s):
  • MD
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    73,001
    MILLIONS
  • Total Number of Accounts
    216,397
    ACCOUNTS
  • Average Account Value
    $337,346
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY

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