Michael Stephen Levay
Investment adviser representative at Vanguard Advisers, Inc.
12 yearsExperience
2 statesRegistered in
$344.6BFirm assets
31 yearsFirm in business
Are you Michael Stephen Levay? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Vanguard Advisers, Inc.May 2026 to now
- The Vanguard Group, Inc.May 2026 to now
- Vanguard Marketing CorporationMay 2026 to now
- TD Bank N.A.May 2022 to Apr 2026
- TD Private Client Wealth LLCMay 2022 to Apr 2026
- UnemployedJun 2017 to May 2022
- TD BankApr 2014 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2006
- Series 65 · Uniform Investment Adviser Law2022
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Vanguard Advisers, Inc.
$344.6BAssets managed
791,528Clients
2,464Advisers
31 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
- 5136374
- Firm CRD
- 106715