Edward Kelly Levi

Employer firm

Lazari Capital Management, Inc. CRD 172932

$691M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Pension consulting

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

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

Current Employers

Employment History

• 05/2015 → 10/2018
  Beverly Hills Wealth Management
  Beverly Hills, CA
• 12/2016 → 06/2017
  Oak Shore Partners, Llc
  Beverly Hills, CA
• 11/2018 → Present
  Lazari Capital Management, Inc.
  Woodland Hills, CA

Previous Registrations

• 2015-05-27 → 2018-10-05
  Beverly Hills Wealth Management, Llc
  Beverly Hills, CA
  Beverly Hills, CA
• 2016-12-09 → 2017-06-21
  Oakshore Partners, Llc
  Beverly Hills, CA
• 2009-06-01 → 2015-05-07
  Morgan Stanley
  Beverly Hills, CA
• 2007-06-01 → 2009-06-01
  Morgan Stanley & Co. Llc
  Beverly Hills, CA
• 1997-07-08 → 2007-06-14
  Citigroup Global Markets Inc.
  Beverly Hills, CA
  Beverly Hills, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  1990-04-23