Ofer Levy

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2008 → 09/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691
  Fort Lee, NJ
• 06/2011 → 09/2021
  Bank Of America,N.A.
  Fort Lee, NJ
• 09/2021 → Present
  Raymond James & Associates Inc.
  Boca Raton, FL

Previous Registrations

• 2008-11-26 → 2021-09-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Lee, NJ
• 2007-03-19 → 2008-11-28
  Edward Jones
  Fair Lawn, NJ

Other Businesses

(1)Name of Business: Address: 1448 NW 49th ln, Boca Raton, FL, 33431, United States Activity Type: Rental Real Estate Position/Title: Borrower, Owner/Proprietor Investment Related: Yes Start Date: 02/01/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: own a property that served as temporary house for the move to Florida. got a mortgagee , bought this townhouse , moved into it and now moved to preferred house in the neighborhood and leasing it ge to cover for the mortgage

Exams

• S66 Uniform Combined State Law Examination
  2007-03-08
• S63 Uniform Securities Agent State Law Examination
  2004-11-24

Other Names

• Ofer Jay Levy