Joel Ira Levy
Investment adviser representative at Baron Silver Stevens Financial Advisors, LLC
38 yearsExperience
2 statesRegistered in
PFSDesignation
$1.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
38 years in the industry.
- Osaic Wealth, Inc.Feb 2004 to now
- Baron Silver Stevens Financial Advisors, LLCApr 2003 to now
- Levy & Associates, PaSep 1997 to now
- Joel I. Levy, Cpa, P.A.Oct 1988 to now
Designations
- PFS
Exams passed
- Series 65 · Uniform Investment Adviser Law1997
- Series 63 · Uniform Securities Agent State Law2015
State registrations
Registered as an investment adviser representative in 2 states (FL, NC).
Baron Silver Stevens Financial Advisors, LLC
$1.2BAssets managed
610Clients
8Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2845713
- Firm CRD
- 126767