Benyamin Levy is a registered investment advisor, based in Radnor, PA, with 14 years of industry experience. Benyamin is also registered as a broker, so some compensation may come from commissions on products sold.
Location
201 King of Prussia Road, Radnor, PA, 19087
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Regulatory History (1)
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Judgment / Lien
September 2013Employment History
Current Registrations
The Leaders Group, INC.
March 2026 - Present · 7 mos
The Leaders Group, INC.Broker
March 2026 - Present · 7 mos
Tlg Advisors, INC.
March 2026 - Present · 7 mos
Previous Registrations
Hornor, Townsend & Kent, LLC
April 2023 - February 2025 · 1 yr 10 mos
Hornor, Townsend & Kent, LLCBroker
April 2023 - February 2025 · 1 yr 10 mos
Prudential Financial Planning Services
June 2020 - January 2023 · 2 yrs 7 mos
Pruco Securities, LLC.Broker
January 2018 - January 2023 · 5 yrs
Mutual of Omaha Investor Services, INC.
April 2012 - July 2013 · 1 yr 3 mos
Mutual of Omaha Investor Services, INC.Broker
April 2012 - July 2013 · 1 yr 3 mos
Lincoln Investment Planning, INC
April 2011 - May 2011 · 1 mo
Lincoln InvestmentBroker
July 2010 - May 2011 · 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2008 - November 2009 · 1 yr 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2008 - November 2009 · 1 yr 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2007 - March 2008 · 1 yr
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2007 - March 2008 · 1 yr
AXA Advisors, LLCBroker
June 2006 - December 2006 · 6 mos
Morgan Stanley
January 2006 - March 2006 · 2 mos
Morgan Stanley Dw INC.Broker
March 2005 - March 2006 · 1 yr
Northwestern Mutual Investment Services, LLCBroker
October 2003 - December 2004 · 1 yr 2 mos
State Registrations6 states
FLGANCNJNYPA
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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