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Edward Lampert Levy

Churchill Management Group

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About Edward Lampert Levy

Edward Lampert Levy is an investment advisor representative at Churchill Management Group. Edward has been registered with the Securities and Exchange Commission since July 2016. Edward has a Series 7 and Series 66 license. Edward Lampert Levy has specialized in providing financial planning, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles.

Firm Information

Edward Levy is currently registered with Churchill Management Group. Churchill Management Group is an investment advisory firm based in Los Angeles, California. The firm manages over $10 billion in assets for a range of clients, including high-net-worth individuals, corporations, charitable organizations, pension and profit sharing plans, and pooled investment vehicles. Churchill Management Group provides a variety of services, including financial planning, portfolio management, and wrap fee programs.
Churchill Management Group

5900 WILSHIRE BLVD.

LOS ANGELES, CA 90036

$10.08B

Assets Under Management

28

Total Clients

37

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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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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percentage of assets

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

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Edward Levy’s Registration & Firm History

CA

07/13/2016 - Present

Churchill Management Group (Los Angeles CA)

MA

04/28/2004 - 02/12/2010

O'NEIL SECURITIES, INCORPORATED (BOSTON MA)

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Licenses & Designations

BOTH

Issued 05/19/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/27/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Edward Lampert Levy.
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