Julio E Levisohn
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
13 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
Are you Julio E Levisohn? 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Bank of America, N.A.May 2023 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2023 to now
- Fifth Third SecuritiesOct 2021 to Mar 2023
- Fifth Third BankOct 2020 to Mar 2023
- Bankers Life Securities, IncSep 2020 to Dec 2020
- Bankers Life & Casualty, IncAug 2020 to Dec 2020
- Bankers LifeAug 2020 to Oct 2020
- Thrivent Investment Management IncMar 2020 to Aug 2020
- Thrivent FinancialJan 2020 to Aug 2020
- ChipotleFeb 2019 to Sep 2019
- University of KentuckyMay 2017 to May 2020
- UnemployedMay 2017 to Aug 2017
- Southern Kentucky SoccerMar 2016 to Mar 2018
- South Warren High SchoolMay 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (KY, TX).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 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
- 7205798
- Firm CRD
- 7691