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Joseph Scott Levy

Lazard Freres & Co. LLC

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About Joseph Scott Levy

Joseph Scott Levy is registered with Lazard Freres & Co. LLC and has been in the industry since January 22, 2023. Joseph has passed the Securities Industry Essentials Examination and the Investment Banking Registered Representative Examination.

Firm Information

Joseph Levy is currently registered with Lazard Freres & Co. LLC. Lazard Freres & Co. LLC is a Limited Liability Company formed in May 1995. It is registered in all 50 states and the District of Columbia, as well as with the SEC. The firm has been involved in 14 regulatory events and 2 civil events.

Not reported

Assets Under Management

Not reported

Total Clients

256

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.

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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Joseph Levy’s Registration & Firm History

NY

01/23/2023 - Present

Lazard Freres & Co. LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 01/23/2023

SIE - Securities Industry Essentials Examination

BC

Issued 12/12/2022

Series 79TO - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph Scott Levy.
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