SL
SL

Saul Levy

31 Years of Experience
Atlanta, GA
Broker

Saul Levy is a registered investment advisor at Morgan Stanley, based in Atlanta, GA, with 31 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

5 Concourse Parkway, Suite 2000, Atlanta, GA, 30328

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Saul is a partner in CMA Real Estate LLC, formed in 2011 to manage loan checks, co-owned with his spouse. He is also a board member for ei3, a technology company in Pearl River, New York, dedicating minimal time to this role.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
December 2002 - April 2007 · 4 yrs 4 mos
Morgan Stanley Dw INC.Broker
November 2000 - April 2007 · 6 yrs 5 mos
Wachovia Securities, INC.Broker
February 1995 - November 2000 · 5 yrs 9 mos
State Registrations49 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.