William Bradford Levay

Employer firm

Fca Corp CRD 110658

$623M regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• 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

• 03/2008 → Present
  Fca Corp
  Houston, TX

Other Businesses

GENERAL COUNSEL - FIRST COMMONWEALTH HOLDINGS CORP. (NON INVESTMENT RELATED); START DATE MARCH 1, 2008. 5847 SAN FELIPE, HOUSTON, TX 77057 APPROXIMATELY 250-500 HOURS A YEAR. ATTORNEY - LAW OFFICE OF WILLIAM LEVAY (NON INVESTMENT RELATED). 6122 MEADOW LAKE LANE, HOUSTON, TX 77057. START DATE MARCH 1, 2008. APPROXIMATELY 100 TO 150 HOURS A YEAR

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-11-01

Other Names

• Bill Levay
• William Levay