Adam Levy
Adam Levy is a registered investment advisor at Mpwm Advisory Solutions LLC, based in New York, NY, with 17 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 667 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MPWM Advisory Solutions charges an annual investment advisory fee of up to 2.25% of your portfolio, paid quarterly in advance. The specific fee depends on the complexity of services, the amount you invest, and your overall relationship with MPWM. Fees may be negotiable. If MPWM recommends an independent manager, the total fee you pay, including MPWM's fee and the independent manager's fee, will not exceed 2.60% annually.
Location
370 Lexington Avenue, Suite 1512, New York, NY, 10017
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2014Other Business ActivitiesSells Insurance
Adam operates his LPL business under the DBA Momentum Wealth Advisors since 2020. He also works with Momentum Insurance Advisors, an insurance agency, and sells fixed insurance, fixed life insurance, disability, long-term care, health insurance, and fixed annuities, dedicating about 10-20% of his time to these insurance-related activities.
Employment History
Current Registrations
Mpwm Advisory Solutions LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Metlife Securities INC.Broker
State Registrations20 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.