Chad Levy is a registered investment advisor at Morgan Stanley, based in New York, NY, with 12 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
55 East 52nd Street, 7th Floor, New York, NY, 10055
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Regulatory History (1)
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Customer Dispute
April 2015Settled
Other Business Activities
Chad is the president of Cavalier Technologies, a smartphone application company, since 2015. This activity is not investment-related.
Employment History
Current Registrations
Morgan Stanley
January 2016 - Present · 10 yrs 4 mos
Morgan StanleyBroker
January 2016 - Present · 10 yrs 4 mos
Previous Registrations
Mcadam LLC
October 2014 - December 2015 · 1 yr 2 mos
Purshe Kaplan Sterling InvestmentsBroker
October 2014 - December 2015 · 1 yr 2 mos
Voya Financial Advisors, INC.
November 2013 - October 2014 · 11 mos
Voya Financial Advisors, INC.Broker
October 2013 - October 2014 · 1 yr
State Registrations43 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.