Nily Levy

PARAGON CAPITAL MANAGEMENT LLC

Concord, CA

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CRD#: 1140475

Professional summary

Nily Levy, who also goes by Levy Wesley, Nily Levy Wesley, Nily Wesley, is a registered financial advisor currently at PARAGON CAPITAL MANAGEMENT LLC located in Concord, California.

Nily is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Nily has worked at 12 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Levy Wesley | Nily Levy Wesley | Nily Wesley

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nily Levy's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 25, 2020 - Present

PARAGON CAPITAL MANAGEMENT LLC

RIA

CRD#: 108168

Concord, CA

Past

November 21, 2006 - April 12, 2019

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

HOUSTON, TX

Past

March 4, 1994 - April 12, 2019

CHARLES SCHWAB & CO., INC.

CRD#: 5393

HOUSTON, TX

Past

August 16, 1993 - March 8, 1994

HAMBRECHT & QUIST LLC

CRD#: 940

SAN FRANCISCO, CA

Past

April 26, 1993 - May 21, 1993

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

CRD#: 4039

NEW YORK, NY

Past

April 26, 1993 - May 21, 1993

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

Past

October 2, 1992 - January 25, 1993

J.P. MORGAN SECURITIES LLC

CRD#: 79

NEW YORK, NY

Past

February 4, 1991 - October 13, 1992

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Past

June 4, 1990 - December 21, 1990

GRUNTAL & CO., L.L.C.

CRD#: 372

NEW YORK, NY

Past

September 15, 1988 - June 28, 1990

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Past

August 29, 1986 - September 7, 1988

DREXEL BURNHAM LAMBERT INCORPORATED

CRD#: 7323

Past

November 5, 1984 - July 2, 1986

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

Past

April 2, 1984 - October 10, 1984

FREEMAN FINANCIAL SERVICES CORPORATION

CRD#: 6722

Past

November 28, 1983 - March 8, 1984

DAKIN SECURITIES CORPORATION

CRD#: 6142

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PARAGON CAPITAL MANAGEMENT LLC

CRD#: 108168 / SEC#: 801-55805

RIA

Registered Investment Advisory firm - (8/18/1998 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(7/12/2023)

IAR

Florida
(8/20/2021)

IAR

Texas
(11/25/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/8/2006

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/10/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/19/1983

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 5/10/2001

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 5/10/2001

General Securities Sales Supervisor - Options Module Examination

Current Firm

PARAGON CAPITAL MANAGEMENT LLC

CRD#: 108168 / SEC#: 801-55805

RIA

Registered Investment Advisory firm - (8/18/1998 Approved)

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Contact information

Main Address

9200 Indian Creek Pkwy Suite 600, Overland Park, KS 66210

Mailing Address

Phone number

(913) 451-2254

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PARAGON CAPITAL MANAGEMENT BROCHURE ADV PART II A 6/29/2021 (2/25/2025)

Regulatory assets under management

Total Number of Accounts	716
AUM (Assets Under Management)	$ 633,139,441

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Nily Levy

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nily Levy's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

HAMBRECHT & QUIST LLC

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

EQUITABLE ADVISORS, LLC

J.P. MORGAN SECURITIES LLC

LEHMAN BROTHERS INC.

GRUNTAL & CO., L.L.C.

LEHMAN BROTHERS INC.

DREXEL BURNHAM LAMBERT INCORPORATED

CITIGROUP GLOBAL MARKETS INC.

FREEMAN FINANCIAL SERVICES CORPORATION

DAKIN SECURITIES CORPORATION

Primary Firm SEC Registration

PARAGON CAPITAL MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/8/2006

Series 63

Date: 1/10/1992

SIE

Date: 10/1/2018

Series 7

Date: 11/19/1983

Series 10

Date: 5/10/2001

Series 9

Date: 5/10/2001

Current Firm

PARAGON CAPITAL MANAGEMENT LLC

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PARAGON CAPITAL MANAGEMENT LLC

TRUST BUT VERIFY

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