Salomon Levy is a registered investment advisor at Sedg Financial Services CORP., based in Davie, FL, with 25 years of industry experience. Salomon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 55 clients with $48M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$47.9M
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Location
12555 Orange Dr, Suite 124, Davie, FL, 33330
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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.
Learn about disclosures →Employment History
Current Registrations
Sedg Financial Services CORP.
December 2010 - Present · 15 yrs 5 mos
Previous Registrations
Stratigraphic Asset Management, INC.
January 2000 - October 2010 · 10 yrs 9 mos
State Registrations1 state
FL
Advisor
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.