ML
Maria D. Levis
MAREA WEALTH MANAGEMENT LLC
NEW YORK, NY
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CRD#: 7493086
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Professional summary
Maria D Levis, who also goes by Maria De Los Angeles Levis, Maria Levis, is a registered financial advisor currently at MAREA WEALTH MANAGEMENT LLC located in New York, New York.
Maria is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Maria has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Maria De Los Angeles Levis | Maria Levis
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.
Following the conclusion of my previous role at Gamma, I began offering financial education services as a side business, primarily focused on the Hispanic community in the U.S. Operating under the brand name Moneda Latina, these services have included monthly seminars, online courses, and one-on-one sessions. I have also generated income through affiliate commissions. All earnings have been deposited into my personal account, and the activity has been treated as a personal services business. While investment-related in nature, the content provided has been strictly educational. The services have been provided from my home at 41 W 58th Street. This initiative was originally intended as a temporary source of income while preparing for the launch of Marea Wealth Management. I currently dedicate approximately 8-12 hours per month to this effort, which includes seminars, individual sessions, and content creation for platforms such as social media. Of those 8-12 hours per month, around 1-2 are devoted during securities trading hours. With the formal launch of Marea Wealth Management, I plan to continue providing educational content through Moneda Latina, excluding one-on-one consultations and affiliate partnerships if they are deemed to present a conflict under RIA guidelines. Any future income from social media will be derived solely from content that is compliant with regulatory standards and does not pose a conflict of interest with the RIA.
CRS (Client Relationship Summary) - RIA
Click below to view Maria D Levis'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®
NoneExperience
Current
June 9, 2025 - Present
MAREA WEALTH MANAGEMENT LLC
RIA
CRD#: 335530
NEW YORK, NY
Past
May 28, 2024 - December 18, 2024
GAMMA SECURITIES, LLC
BD
CRD#: 298341
SAN JUAN, PR
Past
March 23, 2022 - May 16, 2024
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
Florida(7/10/2025)
IAR
New York(6/9/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/23/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
MW
MAREA WEALTH MANAGEMENT LLC
MAREA INVESTMENTS | MONEDA LATINA LLC | MAREA WEALTH MANAGEMENT LLC IS LEGAL AND BUSINESS NAME. | MAREA WEALTH MANAGEMENT LLC
CRD#: 335530 / SEC#:
Florida
Registered Investment Advisory firm - (7/10/2025 Approved)New York
Registered Investment Advisory firm - (6/9/2025 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
New York, NY
Mailing Address
Phone number
+1 (347) 954-3467
Established
Firm type
Fiscal year end
# of Employees
1
0
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
