Unclaimed
Samuel Austin Levy is a financial advisor registered with Morgan Stanley & Co. LLC. Samuel has been in the industry since August 2018 and holds the Series 79 and SIE licenses. Previously, Samuel was registered with Morgan Stanley Distribution, Inc. and Credit Suisse Securities (USA) LLC. Samuel’s current branch office location is in Los Angeles, California.
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.
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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2
CA
08/19/2024 - Present
Morgan Stanley & Co. LLC (LOS ANGELES CA)
NY
08/24/2021 - 08/19/2024
MORGAN STANLEY DISTRIBUTION, INC. (NEW YORK NY)
NY
08/06/2018 - 08/05/2021
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2018
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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