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Adam Scott Levy

Andersen

West Palm Beach, FL

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Current Employers
Andersen

1861 International Drive Suite 501, Mclean, VA 22102 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-09-29
NY RA APPROVED 2024-07-18
  • FL RA
    APPROVED
    Since 2025-09-29
  • NY RA
    APPROVED
    Since 2024-07-18

Branch Locations

One North Clematis Street, Suite 110, West Palm Beach, FL 33401 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Andersen Tax Llc New York NY 02/2006 Present
  • 02/2006 → Present
    Andersen Tax Llc
    New York, NY
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2005-10-17
S65 Uniform Investment Adviser Law Examination 2002-09-19
  • S63 Uniform Securities Agent State Law Examination
    2005-10-17
  • S65 Uniform Investment Adviser Law Examination
    2002-09-19
Other Names
  • Adam S Levy

View on SEC IAPD

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Other Offices

CLEARSKY ADVISORS LLC · WEST PALM BEACH, FL
MYRIAD ASSET MANAGEMENT ADVISORS LLC · WEST PALM BEACH, FL
TCG STRATEGIC INCOME ADVISOR LLC · WEST PALM BEACH, FL
SUNRISE MANAGER LLC · WEST PALM BEACH, FL
SRT GROUP LLC · WEST PALM BEACH, FL
UBS FINANCIAL SERVICES INC. · WEST PALM BEACH, FL
CIBC PRIVATE WEALTH ADVISORS, INC. · WEST PALM BEACH, FL
CIBC PRIVATE WEALTH ADVISORS, INC. · West Palm Beach, FL

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