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Alexander S. Levy

NOORDZEE CAPITAL LLC
BETHESDA, MD 20814
Some features on this profile are disabled
CRD#: 5801878
AL

Professional summary

Alexander Sidney Johannes Levy, who also goes by Alexander Levy, is a registered financial advisor currently at NOORDZEE CAPITAL LLC located in Bethesda, Maryland.

Alexander is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Alexander has worked at 2 firms and has passed the Series 63, SIE, Series 87, Series 86 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Alexander Levy

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.
ORG NAME: JETWAY INTEL LLC| INVST REL: YES | ORG ADDR: ALBANY, NY | NATURE OF BUS: NEWS MEDIA AND MARKET INTELLIGENCE FIRM FOCUSED ON THE AIRLINE AND AEROSPACE & DEFENSE INDUSTRIES | TITLE: MANAGING MEMBER | START DT: 05/2023| TOTAL HRS P/M: 6| SEC TRDNG HRS P/M: 3 | DUTIES: MANAGEMENT OF THE OPERATIONS AND FINANCES OF THE COMPANY; PREPARING AND PUBLISHING CONTENT. | ORG NAME: NOORDZEE CONSULTING LLC | INVST REL: YES | ORG ADDR: ALBANY, NY | NATURE OF BUS: RESEARCH AND CONSULTING SERVICES | TITLE: MANAGING MEMBER| START DT: 09/2020 | TOTAL HRS P/M: 15 | SEC TRDNG HRS P/M: 15 | DUTIES: MANAGEMENT OF THE OPERATIONS AND FINANCES OF THE COMPANY; PREPARING RESEARCH AND ANALYSIS; FP&A WORK.| ORG NAME: METRO REFERRAL ASSOCIATES INC. | INVST REL: YES | ORG ADDR: FAIRFAX, VA | NATURE OF BUS: REAL ESTATE | TITLE: LICENSED REAL ESTATE SALESPERSON| START DT: 05/2022 | TOTAL HRS P/M: 1| SEC TRDNG HRS P/M: 1 | DUTIES: MAKE REFERRALS TO OTHER LICENSED REAL ESTATE AGENTS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexander Sidney Johannes 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

November 12, 2024 - Present

NOORDZEE CAPITAL LLC

Office #1: 7200 Wisconsin Ave Ste 500, Bethesda, MD 20814
RIA
CRD#: 332664
BETHESDA, MD
Past

August 1, 2011 - July 23, 2015

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
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
Maryland
(11/12/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 8/5/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 7/23/2015
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 87
Date: 8/16/2011
Research Analyst Exam - Part II Regulations Module
General Industry/Product Exam
RR
Series 86
Date: 8/11/2011
Research Analyst Exam - Part I Analysis Module
General Industry/Product Exam
RR
Series 7
Date: 7/29/2011
General Securities Representative Examination

Current Firm

NC
NOORDZEE CAPITAL LLC
NOORDZEE CAPITAL LLC

CRD#: 332664 / SEC#:

Maryland
Registered Investment Advisory firm - (11/12/2024 Approved)
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Contact information

Main Address
7200 Wisconsin Ave Ste 500, Bethesda, MD 20814
Mailing Address
Phone number
(212) 812-7238
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Red Flags

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Company Information

NOORDZEE CAPITAL LLC

CRD#: 332664Bethesda, MD 20814

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