Adam Scott Levy
Investment adviser representative at Andersen
20 yearsExperience
2 statesRegistered in
$6.3BFirm assets
23 yearsFirm in business
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
20 years in the industry.
- AndersenJul 2024 to now
- Andersen Tax LLCFeb 2006 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2002
- Series 63 · Uniform Securities Agent State Law2005
State registrations
Registered as an investment adviser representative in 2 states (FL, NY).
Andersen
Legal name: Andersen Tax LLC
$6.3BAssets managed
612Clients
22Advisers
23 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
- 3069030
- Firm CRD
- 124205