Stephen Levy
Stephen Levy is a registered investment advisor at Hornor, Townsend & Kent, LLC, based in Tampa, FL, with 44 years of industry experience. Stephen is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 28,369 clients with $9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are up to 1.5% and do not include separate manager fees and other charges associated with third-party asset manager programs. Fees are negotiable.
Fee Estimator
Location
5201 West Kennedy Blvd, Suite 640, Tampa, FL, 33609
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2010Other Business ActivitiesSells Insurance
Stephen is a life insurance agent with 1847Financial, selling and servicing life insurance products, dedicating about a quarter of his time to this. He also owns rental property, spending a few hours per week collecting rental income.
Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Previous Registrations
Metlife Securities INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
New England Securities Corporation
New England SecuritiesBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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