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Troy A. Levy

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CRD#: 2355653
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Professional summary


Being a previously registered professional could mean that this person 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.

Troy Andrew Levy was a registered financial professional .

Troy is a previously registered financial professional and started their career in finance in 1993. Troy had worked at 10 firms and has passed the Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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)


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

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


Past

September 16, 1998 - December 2, 1998

SCHONFELD SECURITIES, LLC

BD
CRD#: 23304
JERICHO, NY
Past

June 24, 1998 - October 7, 1998

EMERSON BENNETT & ASSOCIATES

BD
CRD#: 36171
FT. LAUDERDALE, FL
Past

April 30, 1998 - June 9, 1998

BARRON CHASE SECURITIES, INC.

BD
CRD#: 18969
BOCA RATON, FL
Past

September 4, 1997 - April 27, 1998

GOLDMAN SACHS EXECUTION & CLEARING, L.P.

BD
CRD#: 3466
NEW YORK, NY
Past

November 21, 1995 - May 8, 1997

INVESTORS ASSOCIATES, INC.

BD
CRD#: 958
HACKENSACK, NJ
Past

March 24, 1995 - November 29, 1995

ROYAL PALM INVESTMENTS, LTD.

BD
CRD#: 28761
GREEN ACRES, FL
Past

December 20, 1994 - March 31, 1995

GRUNTAL & CO., L.L.C.

BD
CRD#: 372
NEW YORK, NY
Past

January 14, 1994 - December 20, 1994

JOSEPHTHAL & CO., INC.

BD
CRD#: 3227
NEW YORK, NY
Past

November 29, 1993 - January 26, 1994

ADVEST, INC.

BD
CRD#: 10
HARTFORD, CT
Past

July 19, 1993 - August 17, 1993

CHATFIELD DEAN & CO., INC.

BD
CRD#: 14714
GREENWOOD VILLAGE, CO

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 7/23/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


SS
SCHONFELD SECURITIES, LLC
SCHONFELD SECURITIES INC. | SCHONFELD SECURITIES, LLC

CRD#: 23304 / SEC#: , 8-40148

BD
Terminated by SEC on 01/03/2010
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 11/21/1995
Firm type
Limited Liability Company
Fiscal year end
March
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
SCHONFELD GROUP HOLDINGS, LLCMEMBER - CLASS A MEMBER
AVANTARIO, JOSEPH RALPHCFO, COO2253805
CAFFREY, MARGARET MCEO3162488
PECKMAN, MARK HARRYGENERAL COUNSEL3264967
WILSON, MICHAEL JAMESCHIEF COMPLIANCE OFFICER2446305

Disclosures


Regulatory Event19
Arbitration1

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.

Company Information


SCHONFELD SECURITIES, LLC

CRD#: 23304

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