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Sydney Victoria Levy

Invictus Private Wealth, LLC

Denver, CO

CRD 6793172

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Employer firm

Invictus Private Wealth, LLC CRD 317727

$1.71B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

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

Current Employers
Invictus Private Wealth, Llc

Denver, CO • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-05-07
CO RA APPROVED 2024-06-25
  • NY RA
    APPROVED
    Since 2026-05-07
  • CO RA
    APPROVED
    Since 2024-06-25

Branch Locations

Denver, CO • 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
Ubs Weehawken NJ 01/2020 05/2022
Ubs Weehawken NJ 08/2018 12/2019
University Of Maryland College Park MD 08/2014 06/2018
Invictus Private Wealth, Llc Denver CO 05/2022 06/2024
Invictus Private Wealth, Llc Denver CO 06/2024 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-01-29
  • S66 Uniform Combined State Law Examination
    2021-01-29
Designations
  • Certified Financial Planner

View on SEC IAPD

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