YL
YL

Yevgeniy Lev

17 Years of Experience
Los Angeles, CA
Broker

Yevgeniy Lev is a registered investment advisor, based in Los Angeles, CA, with 17 years of industry experience.

Location

2121 Avenue of the Stars, Suite 1600, Los Angeles, CA, 90067

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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

Yevgeniy works as a financial advisor for SEIA, spending full-time hours on investment-related activities. He also dedicates minimal time to TML Advisors and about 10-20% of his time to LEV Holdings for bookkeeping and maintaining accounts.

Employment History
Current Registrations
Signature Estate Securities, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Seia
July 2017 - Present · 8 yrs 10 mos
Previous Registrations
Osaic Wealth, INC.Broker
November 2018 - August 2023 · 4 yrs 9 mos
Signator Investors, INC.Broker
August 2017 - November 2018 · 1 yr 3 mos
Global Retirement Partners LLC
March 2017 - July 2017 · 4 mos
LPL Financial LLC
November 2014 - June 2017 · 2 yrs 7 mos
LPL Financial LLCBroker
July 2014 - August 2017 · 3 yrs 1 mo
Scottrade, INC.Broker
December 2008 - July 2014 · 5 yrs 7 mos
State Registrations1 state
CA
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.
Yevgeniy Lev - Financial Advisor | TrueAdvisor