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Donna Levy-leroy

Wealthspire Advisors

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About Donna Levy-leroy

Donna Levy-leroy is an investment advisor representative at Wealthspire Advisors. Donna has been in the financial services industry since 1984. Donna is a registered investment advisor representative in New York. She has a Series 7, Series 8, Series 24, and Series 63 license. Donna's areas of expertise include financial planning, portfolio management for individuals, pension consulting, and selection of other advisers. Donna's experience and expertise can help you achieve your financial goals.

Firm Information

Donna Levy-leroy is currently registered with Wealthspire Advisors. Wealthspire Advisors is an investment advisor based in NEW YORK, NY. They have 155 investment adviser representatives and manage $21,691,716,165 in regulatory assets under management. They offer financial planning, pension consulting, selection of other advisors, and portfolio management for individuals. They serve high-net-worth individuals, corporations or other businesses, charitable organizations, individuals other than high-net-worth, pension and profit-sharing plans, and state or municipal government entities.
Wealthspire Advisors

521 FIFTH AVENUE

NEW YORK, NY 10175

$21.69B

Assets Under Management

300

Total Clients

173

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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Donna Levy-leroy’s Registration & Firm History

NY

09/11/2021 - Present

Wealthspire Advisors (NEW YORK NY)

NY

11/11/1993 - 07/08/1997

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

NY

06/10/1985 - 09/27/1993

SAFIAN INVESTMENT RESEARCH, INC. (WHITE PLAINS NY)

NA

07/26/1984 - 05/03/1985

SMILEN & SAFIAN, INCORPORATED

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Licenses & Designations

IA

Issued 06/16/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/05/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/02/1994

Series 24 - General Securities Principal Examination

BC

Issued 11/03/1987

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 07/21/1984

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Donna Levy-leroy.
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