Adam Scott Levy
Professional Summary
Adam Scott Levy, who also goes by Adam S Levy, is a registered financial advisor currently at ANDERSEN located in West Palm Beach, Florida. Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Adam has worked at 4 firms and has passed the Series 63, Series 65 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Adam S Levy
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
24 years in the financial services industry
Current & Past Employments
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Current Firm
ANDERSEN | WTAS LLC | WEALTH AND TAX ADVISORY SERVICES, INC. | ANDERSEN TAX LLC
Contact Information
Main Address
1861 International Drive Suite 501, Mclean, VA 22102Phone Number
(571) 382-0020# of Employees
2,061SEC notice filing (51 States and Territories)
Registered to provide investment advisory services in 51 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
579AUM (Assets Under Management)
$6,348,792,000Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 02/26/2026 | Cover Page | Report |
| 03/13/2025 | Cover Page | Report |
| 01/22/2024 | Cover Page | Report |
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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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Primary Firm SEC Registration
ANDERSEN | WTAS LLC | WEALTH AND TAX ADVISORY SERVICES, INC. | ANDERSEN TAX LLC
State Registrations and Notice Filings
(11/14/2019)
(7/18/2024)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Adam Scott Levy's CRS (Customer Relationship Summary).
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