James Levitt
James Levitt is a registered investment advisor at Wells Fargo Advisors, based in New York, NY, with 27 years of industry experience. James is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1211 Ave of the Americas 27th Fl, New York, NY, 10036
Get directionsHistory
Regulatory History (3)
Customer Dispute
March 2017Customer Dispute
August 2012Customer Dispute
December 2011Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Morgan StanleyBroker
Citigroup Global Markets INC.Broker
Laidlaw & Company (UK) LTD.Broker
Sands Brothers & CO., LTD.Broker
State Registrations25 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.
Exams
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