Elissa Raye Levy
Investment adviser representative at Osaic Wealth, Inc.
10 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 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
10 years in the industry.
- Osaic Wealth, Inc.Feb 2026 to now
- Quantumview Wealth ManagementMay 2025 to Feb 2026
- Raymond James Financial Services Advisors, Inc.May 2025 to Feb 2026
- Raymond James Financial Services, Inc.May 2025 to Feb 2026
- Ameriprise Financial Services, LLCApr 2023 to May 2025
- S�mand, Inc.Apr 2022 to Apr 2023
- Startup Experience, Inc.Oct 2021 to Aug 2022
- UnemployedSep 2021 to Oct 2021
- S�mand, Inc.Jul 2021 to Sep 2021
- UnemployedJun 2021 to Jul 2021
- Japan Forum for Innovation and Technology (jfit) UcsdJun 2020 to Sep 2020
- University of California - San DiegoSep 2019 to Jun 2021
- UnemployedAug 2019 to Sep 2019
- The Bank of Fukuoka, Ltd.May 2018 to Aug 2019
- Actus Consulting Group, Inc.Jun 2017 to May 2018
- UnemployedAug 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 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
- 7721434
- Firm CRD
- 23131