Michael A Levy
Investment adviser representative at Clark Asset Management, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Clark Asset Management, LLCJan 2025 to now
- Clark Asset Management, LLCAug 2023 to Dec 2024
- Riversedge Advisors, LLCJul 2020 to Jul 2023
- Ameriprise FinancialMay 2015 to Jul 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (PA).
Clark Asset Management, LLC
$1.3BAssets managed
275Clients
7Advisers
5 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
- 6500660
- Firm CRD
- 284480