Donald Levy is a registered investment advisor at Stephens, based in Memphis, TN, with 42 years of industry experience. Donald is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 4 more. Their firm serves 21,991 clients with $18B 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 | 2.50% |
Maximum annual fee rate is 2% for Stephens Allocation Strategies and Stephens Managed Assets Program, and up to 2.5% for other pre-paid wrap fee accounts. Fees are negotiable based on account size, type, and services provided.
Fee Estimator
Location
6075 Poplar Avenue, Crescent Center, Memphis, TN, 38119
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 1993Other Business Activities
Donald is involved with Levylane Properties LLC, which owns rental properties, since 2015, dedicating a few hours per week. He is also a controlling member of Beaukat Properties #1 & 2 LLC, which owns rental houses, since 2019, dedicating minimal time.
Employment History
Current Registrations
Stephens
StephensBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations30 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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