Justin P Levy
Investment adviser representative at Equitable Advisors, LLC
15 yearsExperience
2 statesRegistered in
$47.3BFirm assets
48 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
15 years in the industry.
- Equitable Advisors, LLCOct 2024 to now
- Bank of America, N.A.Jul 2023 to Oct 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2023 to Oct 2024
- Triad AdvisorsJun 2019 to Jun 2023
- Auctus Wealth ManagementSep 2018 to Jun 2023
- Jpl Consulting LLCSep 2018 to Jun 2023
- National Securities CorporationSep 2018 to Jun 2019
- UnemployedMay 2018 to Sep 2018
- The Haverford Trust CompanyMay 2017 to Aug 2017
- Full-time EducationSep 2011 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Equitable Advisors, LLC
$47.3BAssets managed
76,027Clients
4,640Advisers
48 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
- 7021446
- Firm CRD
- 6627