Thomas J Levy
Investment adviser representative at Good Life Advisors, LLC
14 yearsExperience
1 stateRegistered in
$4.4BFirm assets
12 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- Good Life Advisors, LLCMar 2017 to now
- LPL Financial LLCDec 2012 to now
- Private Advisor Group, LLCJan 2013 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (PA).
Good Life Advisors, LLC
$4.4BAssets managed
22,596Clients
76Advisers
12 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
- 5410101
- Firm CRD
- 171898