Michael Isaac Levy
Professional Summary
Michael Isaac Levy, who also goes by Michael Levy, is a registered financial advisor currently at LIME TRADING CORP located in New York, New York. Michael is registered as a RR (Registered Representative) and started their career in finance in 2007. Michael has worked at 5 firms and has passed the Series 63, Series 99TO, SIE, Series 7, Series 24 and Series 27 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Michael Levy
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Videos & Posts
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Contact Information
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Years of Experience
19 years in the financial services industry
Current & Past Employments
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Current Firm
A H HAYNES AND COMPANY | WHOTRADES, INC. | SCORE PRIORITY CORP. | LIME TRADING CORP | LIME TRADING | LIME EXECUTION | LIME | JUST2TRADE, INC. | A.H. HAYNES & CO., INC.
Contact Information
Main Address
450 7th Ave 31st Floor, New York, NY 10123Mailing Address
450 7th Ave 31st Floor, New York, NY 10123Phone Number
(646) 558-3232Established
Delaware since 06/22/1981Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Disclosures
Regulatory Event
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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
(7/23/2024)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Michael Isaac Levy's CRS (Customer Relationship Summary).
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