Salomon Levy

SEDG FINANCIAL SERVICES

Davie, FL 33330

Some features on this profile are disabled

CRD#: 2613886

Professional summary

Salomon Levy is a registered financial advisor currently at SEDG FINANCIAL SERVICES CORP. located in Davie, Florida.

Salomon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Salomon has worked at 3 firms and has passed the Series 63, Series 3 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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) - RIA

Click below to view Salomon Levy's 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

December 20, 2010 - Present

SEDG FINANCIAL SERVICES CORP.

Office #1: 12555 Orange Dr Suite 124, Davie, FL 33330

RIA

CRD#: 155488

Davie, FL

Past

January 25, 2000 - October 18, 2010

STRATIGRAPHIC ASSET MANAGEMENT, INC.

RIA

CRD#: 107119

CORAL GABLES, FL

Past

May 17, 1995 - February 26, 1999

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

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

Florida
(12/20/2010)

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

Series 63

Date: 5/9/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 3

Date: 8/12/1995

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 5/6/1995

General Securities Representative Examination

Current Firm

SEDG FINANCIAL SERVICES CORP.

CRD#: 155488 / SEC#:

Florida

Registered Investment Advisory firm - (12/20/2010 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

12555 Orange Dr Suite 124, Davie, FL 33330

Mailing Address

Phone number

(954) 862-1492

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	55
AUM (Assets Under Management)	$ 47,907,989

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.

Similar Advisors

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

John Fricker

EQUITABLE ADVISORS, LLC

IAR

Ft. Lauderdale, FL

Victoria Ricker

DAYMARK WEALTH PARTNERS, LLC

IAR

FORT LAUDERDALE, FL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Salomon Levy

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

SEDG FINANCIAL SERVICES CORP.

STRATIGRAPHIC ASSET MANAGEMENT, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 63

Date: 5/9/1998

Series 3

Date: 8/12/1995

Series 7

Date: 5/6/1995

Current Firm

SEDG FINANCIAL SERVICES CORP.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SEDG FINANCIAL SERVICES CORP.

TRUST BUT VERIFY

Similar Advisors