Alexander Levy is a CFA-designated registered investment advisor at Noordzee Capital LLC, based in Bethesda, MD, with 1 years of industry experience. Alexander 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 3 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Noordzee Capital offers portfolio management services. Fees are charged as a percentage of the value of your portfolio, but the specific percentage is not detailed in this brochure. Fees are negotiable.
Location
7200 Wisconsin Ave, Ste 500, Bethesda, MD, 20814
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alexander is a managing member of Jetway Intel LLC, a news media and market intelligence firm, and Noordzee Consulting LLC, a research and consulting services firm, dedicating minimal time and about 10-20% of his time respectively. He is also a licensed real estate salesperson for Metro Referral Associates Inc., spending minimal time on this activity.
Employment History
Current Registrations
Noordzee Capital LLC
State Registrations1 state
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.