RI
RI

Robert Ivey

9 Years of Experience
Broker

Robert Ivey is a registered investment advisor at Leucadia Asset Management LLC, based in New York, NY, with 9 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 15 clients with $3.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
IM Fee
Planning only
Assets Under Management
$3.1B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

520 Madison Avenue, New York, NY, 10022-4213

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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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Employment History
Current Registrations
Leucadia Asset Management LLC
February 2024 - Present · 2 yrs 2 mos
Jefferies LLCBroker
September 2023 - Present · 2 yrs 7 mos
Previous Registrations
Credit Suisse Securities (USA) LLC
August 2018 - September 2023 · 5 yrs 1 mo
Credit Suisse Securities (USA) LLCBroker
August 2018 - September 2023 · 5 yrs 1 mo
Lazard Asset Management Securities LLCBroker
September 2016 - August 2018 · 1 yr 11 mos
State Registrations2 states
FLNY
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.
Robert Ivey - Financial Advisor | TrueAdvisor