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Clotilde Levi

Bci Securities, INC.
20 Years of Experience
Coral Gables, FL
Broker
View SEC Summary
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Clotilde Levi is a registered investment advisor at Bci Securities, INC., based in Coral Gables, FL, with 20 years of industry experience. Clotilde is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management. Their firm serves 448 clients with $400M in assets under management.

Bci Securities, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
37 advisors
Number of Clients
448 clients
Average Client Portfolio
$898K average
Assets Under Management
$402.2M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.75%

Maximum wrap fee program advisory fee is 2.75% annually. Non-discretionary accounts outside the program are generally charged 0.50% annually. Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

2855 S. Le Jeune Road, 1st. Floor, Coral Gables, FL, 33134

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Clotilde is a broker/owner at Levco Real Estate Group, spending minimal time on this. She also works full-time as a Wealth Management Compliance Officer at City National Bank, and has ownership or part ownership in several real estate investment LLCs.

Employment History
Current Registrations
Bci Securities, INC.
January 2022 - Present · 4 yrs 9 mos
Bci Securities, INC.
January 2022 - Present · 4 yrs 9 mos
Bci Securities, INC.Broker
January 2022 - Present · 4 yrs 9 mos
Previous Registrations
MML Investors Services, LLC
December 2019 - January 2022 · 2 yrs 1 mo
MML Investors Services, LLCBroker
November 2019 - January 2022 · 2 yrs 2 mos
Premier Capital Advisors LLC
April 2018 - October 2018 · 6 mos
Insigneo Securities, LLCBroker
January 2018 - October 2019 · 1 yr 9 mos
Cgis Advisors LLC
March 2014 - December 2017 · 3 yrs 9 mos
Cgis Securities LLCBroker
March 2012 - January 2018 · 5 yrs 10 mos
Morgan Keegan & Company, INC.
June 2011 - March 2012 · 9 mos
Morgan Keegan & Company, INC.Broker
March 2011 - March 2012 · 1 yr
Global Investor Services, L.C.Broker
January 2011 - March 2011 · 2 mos
Banif Securities INCBroker
March 2009 - April 2010 · 1 yr 1 mo
Vfinance Investments, INCBroker
November 2006 - March 2008 · 1 yr 4 mos
Dresdner Lateinamerika Financial Advisors LLCBroker
February 2003 - November 2004 · 1 yr 9 mos
AXA Advisors, LLCBroker
March 2001 - February 2002 · 11 mos
Gkn Securities CORP.Broker
February 1995 - March 1995 · 1 mo
State Registrations23 states
AZCACOCTDCDEFLGAMAMDMENCNJNVNYOHORPAPRSDTNTXWY
AdvisorBrokerBoth

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
No exam information available for this advisor.
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