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Michael Edward Levy

CRD# 2272776·Registered 1992 - 2025
Previously Registered: Being a previously registered professional could mean that Michael is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Michael Edward Levy was a registered financial advisor. Michael was a previously registered financial professional and started their career in finance 1992 - 2025. Michael had worked at 8 firms and has passed the Series 63, Series 99TO, Series 79TO, SIE, Series 7, Series 14 and Series 24 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

34 years in the financial services industry

Current & Past Employments

PHCP, LLC·CRD# 300729
BD
Miami Beach, FL
August 22, 2024 - July 3, 2025
OCTAGON CAPITAL GROUP, LLC·CRD# 173341
BD
Short Hills, NJ
June 15, 2015 - August 9, 2022
M&A SECURITIES GROUP, INC.·CRD# 39999
BD
Kansas City, MO
January 16, 2014 - June 22, 2015
PARAGON CAPITAL PARTNERS, LLC·CRD# 132877
BD
New York, NY
March 23, 2005 - June 3, 2013
LEHMAN BROTHERS INC.·CRD# 7506
BD
New York, NY
November 24, 2000 - September 4, 2002
BANC OF AMERICA SECURITIES LLC·CRD# 26091
BD
New York, NY
October 1, 1998 - January 26, 2000
BANCAMERICA SECURITIES, INC.·CRD# 17977
BD
San Francisco, CA
April 7, 1995 - October 1, 1998
CONTINENTAL PARTNERS INC·CRD# 29076
BD
Chicago, IL
November 22, 1992 - April 3, 1995

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Current Firm

PL
PHCP, LLC

PARAGON HEALTH CAPITAL, LLC | PHCP, LLC

CRD#: 300729 / SEC#: 8-70289
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)

Contact Information

Main Address

2340 Collins Avenue Suite 603, Miami Beach, FL 33139

Mailing Address

2340 Collins Avenue Suite 603, Miami Beach, FL 33139

Phone Number

(312) 847-1356

Established

Delaware since 01/14/2019

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (10 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
PARAGON BIOSCIENCES, LLCSOLE MEMBER—
IGNALL, EVAN TODDCCO2039007
JIMENEZ, KERENSA KENDALL IRAHACEO4682661
ROMERO, MONIQUE VICTORIAFINOP6712654

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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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed May 2014About the Series 63 exam

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

Series 79TO — Investment Banking Registered Representative Examination

Passed Jan 2023About the Series 79TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Nov 1992About the Series 7 exam

Series 14 — Compliance Officer Examination

Passed Jan 2023About the Series 14 exam

Series 24 — General Securities Principal Examination

Passed Jan 2005About the Series 24 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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