Elissa Raye Levy

Current Employers

Employment History

• 04/2023 → 05/2025
  Ameriprise Financial Services, Llc
  Valhalla, NY
• 04/2022 → 04/2023
  Sømand, Inc.
  Tiburon, CA
• 10/2021 → 08/2022
  Startup Experience, Inc.
  San Francisco, CA
• 07/2021 → 09/2021
  Sømand, Inc.
  Tiburon, CA
• 06/2020 → 09/2020
  Japan Forum For Innovation And Technology (Jfit) Ucsd
  La Jolla, CA
• 09/2019 → 06/2021
  University Of California - San Diego
  La Jolla, CA
• 06/2021 → 07/2021
  Unemployed
  Fort Irwin, CA
• 05/2018 → 08/2019
  The Bank Of Fukuoka, Ltd.
  New York, NY
• 08/2019 → 09/2019
  Unemployed
  New Rochelle, NY
• 06/2017 → 05/2018
  Actus Consulting Group, Inc.
  New York, NY
• 08/2016 → 06/2017
  Unemployed
  New Rochelle, NY
• 09/2021 → 10/2021
  Unemployed
  Fort Irwin, CA
• 05/2025 → 02/2026
  Raymond James Financial Services, Inc.
  Valhalla, NY
• 05/2025 → 02/2026
  Raymond James Financial Services Advisors, Inc.
  Valhalla, NY
• 05/2025 → 02/2026
  Quantumview Wealth Management
  Valhalla, NY
• 02/2026 → Present
  Osaic Wealth, Inc.
  New York, NY

Previous Registrations

• 2025-05-01 → 2026-02-17
  Raymond James Financial Services Advisors, Inc
  Valhalla, NY

Other Businesses

WALL STREET ALLIANCE GROUP POSITION: Senior Client Service Associate NATURE: S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 02/23/2026 ADDRESS: 450 Seventh Avenue, Suite 605, New York NY 10123, United States DESCRIPTION: I support financial advisors through operations activities.

Exams

• S66 Uniform Combined State Law Examination
  2025-01-30