Unclaimed
Anthony Emilio Leva is a registered investment advisor representative with Fisher Investments. Anthony has been working in the financial services industry for over 30 years and is registered with the states of New Jersey, New York, and Texas. Anthony has a strong background in portfolio management and has experience working with a variety of clients, including high-net-worth individuals, corporations, and institutional investors. Anthony is committed to providing his clients with personalized financial advice and investment strategies that are tailored to their individual needs and goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
09/06/2023 - Present
Fisher Investments (DIX HILLS NY)
ME
10/04/2001 - 10/01/2002
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
AZ
07/25/2001 - 10/04/2001
FIRST FUND DISTRIBUTORS, INC. (PHOENIX AZ)
NY
09/04/1996 - 09/30/1999
SCHRODER & CO. INC. (NEW YORK NY)
NY
11/26/1990 - 09/10/1996
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
NA
05/20/1988 - 07/13/1989
J. T. MORAN & CO., INC.
NA
10/20/1987 - 05/21/1988
SHERWOOD CAPITAL, INC.
BC
Issued 11/05/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/21/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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