Marc Levy
Marc Levy is a registered investment advisor at Cetera Investment Advisers LLC, based in New York, NY, with 31 years of industry experience. Marc operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
323 West 39th St 11th Floor, New York, NY, 10018
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Marc is involved in various business activities, including fixed insurance sales, life settlements, financial services through MBL Financial Advisors and World Insurance Associates, and benefits consulting. He also owns JAMS Profits II LLC (construction and private lending), American Insurance Center (property and casualty), and real estate.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC.
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations27 states
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