Richard Adam Levy

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 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

• 01/2010 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 01/2004 → Present
  Levy & Associates
  Fairfax, VA
• 01/2010 → Present
  Equitable Advisors, Llc
  New York, NY

Previous Registrations

• 2006-01-05 → 2010-01-04
  Lpl Financial Llc
  Fairfax, VA
  Fairfax, VA
  Alexandria, VA
• 2001-03-15 → 2005-12-31
  Medallion Advisory Services, Llc
  Woodbridge, VA

Other Businesses

1) RICHARD A. LEVY, CPA 3486 MT BURNSIDE WAY WOODBRIDGE VA 22192. INDEPENDENT CERTIFIED PUBLIC ACCOUNTANT, START DATE: 5/17/21, 20 HRS PER MO;

Exams

• S66 Uniform Combined State Law Examination
  1999-04-08

Other Names

• Richard Adam Levy