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Adam Scott Levy

Andersen

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About Adam Scott Levy

Adam Levy is a financial advisor with Andersen. Adam has been in the industry since 2005. His practice focuses on individual and business portfolio management. Adam has experience working with charitable organizations, high net worth individuals, and corporations. He has a Series 7, 63, and 65. Adam holds a degree in Finance and is a member of the Financial Planning Association.

Firm Information

Adam Levy is currently registered with Andersen. Andersen is an investment advisor with approximately $4.96 billion in regulatory assets under management. The firm provides financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and other entities. Andersen also publishes periodicals and selects other advisors. The firm has 46 investment advisory functions and serves a variety of clients, including high-net-worth individuals, endowments, other not-for-profit organizations, family partnerships, charitable organizations, and corporations or other businesses.
Andersen

1861 INTERNATIONAL DRIVE

MCLEAN, VA 22102

$4.96B

Assets Under Management

29

Total Clients

14

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Adam Levy’s Registration & Firm History

FL

07/18/2024 - Present

Andersen (West Palm Beach FL)

NY

09/05/2005 - 02/17/2006

SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/17/2005

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 09/19/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/02/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Adam Scott Levy.
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