JL
Jay H. Levy
MEASURED WEALTH PRIVATE CLIENT GROUP
PORTSMOUTH, NH 03801
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CRD#: 4866495
JL
Professional summary
Jay H Levy, CFP® is a registered financial advisor currently at MEASURED WEALTH PRIVATE CLIENT GROUP, LLC located in Portsmouth, New Hampshire.
Jay is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Jay has worked at 6 firms and has passed the Series 66, SIE 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.
(1) WENTWORTH DOUGLASS HOSPITAL FOUNDATION; BOARD OF DIRECTORS - FROM 2005 TO PRESENT. CURRENTLY SERVE AS PAST CHAIR OF THE BOARD. HOURS SPENT IN ACTIVITIES INVOLVING THIS BUSINESS - 4 HOURS PER MONTH. (2) JAY H. LEVY WEALTHFOCUS FINANCIAL PLANNING, LLC - ESTABLISHED BACK IN 2014, BUT DORMANT UNTIL OCTOBER OF 2019. TITLE - GENERAL MANAGER ACTIVITIES - ESTABLISHED FOR THE PURPOSES OF PROVIDING FINANCIAL LITERACY AND EDUCATION. THESE ACTIVITIES INCLUDE AUTHORING AND PUBLICATION OF A FINANCIAL AND HOLISTIC PLANNING BOOK IN 2020. TIME ALLOCATED DURING MARKET HOURS -ESTIMATED 25-40 HOURS PER MONTH.
CRS (Client Relationship Summary) - RIA
Click below to view Jay H 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®
CFP®
Start date: 2010
Experience
Current
January 10, 2017 - Present
MEASURED WEALTH PRIVATE CLIENT GROUP, LLC
Office #1: 303 Islington Street, Portsmouth, NH 03801RIA
CRD#: 170442
PORTSMOUTH, NH
Past
December 6, 2016 - December 12, 2018
SB ADVISORY, LLC
RIA
CRD#: 154680
Portsmouth, NH
Past
December 6, 2016 - November 21, 2019
IFS SECURITIES
BD
CRD#: 40375
Portsmouth, NH
Past
March 11, 2011 - December 23, 2016
GROVE POINT INVESTMENTS, LLC
RIA
CRD#: 1763
PORTSMOUTH, NH
Past
March 11, 2011 - December 23, 2016
GROVE POINT INVESTMENTS, LLC
BD
CRD#: 1763
PORTSMOUTH, NH
Past
February 3, 2006 - March 8, 2006
ADVEST, INC.
BD
CRD#: 10
HARTFORD, CT
Past
January 1, 2005 - March 15, 2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
PORTSMOUTH, NH
Past
December 7, 2004 - March 15, 2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
PORTSMOUTH, NH
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".
MW
MEASURED WEALTH PRIVATE CLIENT GROUP, LLC
MEASURED WEALTH | MEASURED WEALTH PRIVATE CLIENT GROUP, LLC | MEASURED WEALTH - SOUTH
CRD#: 170442 / SEC#: 801-80056
RIA
Registered Investment Advisory firm - (7/18/2014 Approved)Maine
Registered Investment Advisory firm - (8/11/2014 Terminated)Massachusetts
Registered Investment Advisory firm - (8/1/2014 Terminated)New Hampshire
Registered Investment Advisory firm - (9/4/2014 Terminated)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
New Hampshire(1/10/2017)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
MW
MEASURED WEALTH PRIVATE CLIENT GROUP, LLC
MEASURED WEALTH | MEASURED WEALTH PRIVATE CLIENT GROUP, LLC | MEASURED WEALTH - SOUTH
CRD#: 170442 / SEC#: 801-80056
RIA
Registered Investment Advisory firm - (7/18/2014 Approved)Maine
Registered Investment Advisory firm - (8/11/2014 Terminated)Massachusetts
Registered Investment Advisory firm - (8/1/2014 Terminated)New Hampshire
Registered Investment Advisory firm - (9/4/2014 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
303 Islington Street, Portsmouth, NH 03801
Mailing Address
Phone number
(603) 431-1444
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,305 |
| AUM (Assets Under Management) | $ 463,984,110 |
Red Flags
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Company Information
MEASURED WEALTH PRIVATE CLIENT GROUP, LLC
CRD#: 170442Portsmouth, NH 03801TRUST BUT VERIFY
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