Mark Levy is a registered investment advisor at Raymond James & Associates, INC., based in New York, NY, with 43 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
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Location
320 Park Avenue, Fl 9, New York, NY, 10022
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
C.E. Unterberg, Towbin, LLC.Broker
Oppenheimer & CO., INC.Broker
Cibc World Markets CORP.Broker
Lebenthal & CO., INC.Broker
State Registrations35 states
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