linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Joel Ira Levy

Baron Silver Stevens Financial Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Joel? Claim Your Profile

About Joel Ira Levy

Joel Ira Levy is an investment advisor representative. Joel Levy is associated with Baron Silver Stevens Financial Advisors, LLC, in Boca Raton, Florida. Joel Levy has been in the securities industry since May 10, 1999. Levy holds licenses in Florida, Illinois, New York, North Carolina, and Pennsylvania.

Firm Information

Joel Levy is currently registered with Baron Silver Stevens Financial Advisors, LLC. Baron Silver Stevens Financial Advisors, LLC is a financial advisor based in BOCA RATON, FL. The firm offers a variety of advisory services including financial planning, educational seminars, and portfolio management for individuals. They manage over $866 million in assets for 1,644 clients, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. The firm has 5 licensed agents and 8 investment adviser representatives.
Baron Silver Stevens Financial Advisors, LLC

4800 N. FEDERAL HIGHWAY

BOCA RATON, FL 33431

$866.19M

Assets Under Management

5

Total Clients

5

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.

check

financial planning services

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

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

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.

check

fixed fees

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

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

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

check

other

Shares in fees charged by third party money managers

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Joel Levy’s Registration & Firm History

FL

06/05/2019 - Present

Baron Silver Stevens Financial Advisors, LLC (BOCA RATON FL)

GA

07/06/2000 - 11/12/2003

FSC SECURITIES CORPORATION (ATLANTA GA)

NY

10/05/1998 - 06/27/2000

PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)

Not sure if Joel Ira Levy is right for you?

Licenses & Designations

BC

Issued 01/07/2015

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 01/13/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/16/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joel Ira Levy.
Not sure if Joel Ira Levy is right for you?