Adrian Levsky
Adrian Levsky is a registered investment advisor at UBS Financial Services INC., based in Springfield, MA, with 27 years of industry experience. Adrian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,144,588 clients with $920B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Customized Financial Planning Services — Typically ranges from $1,000 to $10,000, with a general range of $500 to $50,000 depending on the scope and complexity of the engagement. Fees up to $100,000 may be permitted for highly complex situations involving relationships with a net worth of $100 million or more.
Location
One Monarch Place, Suite 720, Springfield, MA, 01144
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2014Other Business Activities
Adrian is the President of the Board of Directors at Longmeadow Country Club, a sport and leisure facility, since 2021. His duties include long range planning and acting as President.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Previous Registrations
Morgan Stanley Dw INC.Broker
State Registrations24 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
More Advisors
- Peter Alminas, CFPUBS Financial Services INC.
- Anthony MontemagniUBS Financial Services INC.
- Brennan Collins, CFPUBS Financial Services INC.
- Robert Morin, CFPUBS Financial Services INC.
- James FoardUBS Financial Services INC.
- Michael RavosaUBS Financial Services INC.