Alex Levy
Alex Levy is a registered investment advisor at Cetera Investment Advisers LLC, based in Sylvania, OH, with 10 years of industry experience. Alex operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
5800 Monroe St Building A, Ste 4, Sylvania, OH, 43560
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Alex sells life, disability, annuities, and long-term care insurance with various companies since 2012 and works as a financial advisor at Vantage Financial Group Toledo since 2020, dedicating full-time hours to this role. Additionally, Alex owns Alex Levy + Associate for tax purposes and is a board member for the Jewish Federation of Greater Toledo, dedicating minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Ameritas Advisory Services
Ameritas Investment Company, LLCBroker
Fifth Third Securities, INC.Broker
State Registrations16 states
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