Buddy Levy
Buddy Levy is a CFP, ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Hauppauge, NY, with 32 years of industry experience. Buddy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
330 Motor Parkway, Hauppauge, NY, 11788
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Regulatory History (1)
Customer Dispute
July 2021Other Business ActivitiesSells Insurance
Buddy is dually registered as an investment advisor representative and registered representative, spending most of his time in those roles. He also serves as President, Chief Compliance Officer, and Financial Advisor for NestEgg Advisors, dedicating nearly full-time hours to this role, and spends about 10% of his time on insurance sales.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Nestegg Advisors, INC.
Previous Registrations
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Walnut Street Securities, INC.Broker
Nathan & Lewis Securities, INC.
Nathan & Lewis Securities, INC.Broker
Allmerica Investments, 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.