Ryan Levy (CRD# 7881138) is an Investment Advisor Representative working at Levy Wealth Management in Ellicott City, MD and has 1 year of experience in the finance industry. Ryan Levy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4092356
David Wealth Management, LLC
CRD# 7032841
Edward Jones
CRD# 5954281
Mercer Global Advisors Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Levy Wealth Management LLC | Ellicott City, MD | Feb 2024 - Current | < 1 |
| Levy Cpas | Towson, MD | May 2019 - Current | 5 |
| Schiff & Associates | Towson, MD | Jun 2016 - May 2019 | 2 |
| Gross Mendelsohn | Baltimore, MD | Jan 2014 - Jun 2016 | 2 |
- MD
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
MD
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