Derek Levy is a registered investment advisor at Morgan Stanley, based in Paramus, NJ, with 24 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
61 South Paramus Road, 3rd Floor, Paramus, NJ, 07652
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Regulatory History (2)
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Customer Dispute
January 2010Settled
Customer Dispute
April 2008Settled
Other Business Activities
Derek is a board member and on the finance committee for The Jewish Home Family Foundation, a health and welfare organization, since 2020. He spends minimal time on fundraising and business development/growth for the foundation.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
April 2002 - June 2009 · 7 yrs 2 mos
Citigroup Global Markets INC.Broker
May 2001 - June 2009 · 8 yrs 1 mo
State Registrations27 states
AKAZCACOCTDEFLILINKYMAMDMENCNJNMNVNYOHPARISCTXUTVAVTWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.