Elise Marie Levy
Investment adviser representative at Private Advisor Group, LLC
11 yearsExperience
2 statesRegistered in
$57.7BFirm assets
15 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
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Private Advisor Group, LLCSep 2026 to now
- LPL Financial, LLCAug 2021 to now
- Mountain View Montessori SchoolOct 2017 to now
- Mariner Independent Advisor NetworkDec 2023 to Sep 2026
- Legacy Wealth PlanningFeb 2022 to Dec 2023
- Muse Group MarketingSep 2018 to Jun 2021
- The Great Basin InstituteApr 2017 to Oct 2017
- Great Basin Outdoor SchoolJan 2017 to Apr 2017
- University of Nevada, RenoJan 2015 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (NV, TX).
Private Advisor Group, LLC
$57.7BAssets managed
170,206Clients
919Advisers
15 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
- 7424847
- Firm CRD
- 155216