Gabriel Ethan Levy
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
26 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Private Client SerivcesJan 2023 to now
- FFG Partners, LLC d/b/a Fiori Financial GroupDec 2022 to now
- Fiori Financial GroupFeb 2021 to now
- Gel Capital, LLCJan 2018 to now
- Gabriel LevyJul 2016 to now
- Ide TechnologiesJan 2000 to now
- Raymond James Financial Services Advisors, Inc.Feb 2021 to Jan 2023
- Raymond James Financial Services, Inc.Feb 2021 to Jan 2023
- Liebman GroupMar 2018 to Feb 2021
- Startup BootcampJan 2017 to Mar 2018
- Raymond James Financial Services Advisors, Inc.Jan 2016 to Dec 2016
- Raymond James Financial Services, Inc.Jan 2016 to Dec 2016
- Fiori Financial GroupJun 2013 to Dec 2016
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Fiori Financial Group
Legal name: FFG Partners, LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 6197414
- 318641