TL
TL

Todd Jay Levy

27 Years of Experience
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
632 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$100K
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Location

9350 South Dixie Highway, Suite 1560, Miami, FL, 33156

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Todd is a W2 employee of Ingham & Company as a Third Party Administrator (TPA) since 2013, dedicating all of his time. He also works full-time in a non-producing administrative role for Ingham/Russell Investment Advisors and Ingham Retirement Group.

Employment History
Current Registrations
Daybright Advisory Services, INC.
May 2024 - Present · 1 yr 9 mos
Ingham Retirement Group
September 2006 - Present · 19 yrs 5 mos
Previous Registrations
LPL Financial LLCBroker
March 2013 - March 2018 · 5 yrs
Sentinel Securities, INC.Broker
February 2005 - March 2013 · 8 yrs 1 mo
Investacorp, INC.Broker
May 2002 - June 2004 · 2 yrs 1 mo
Herzog, Heine, Geduld, LLCBroker
March 2000 - December 2001 · 1 yr 9 mos
First Union Brokerage Services, INC.Broker
May 1998 - September 1999 · 1 yr 4 mos
Ascend Financial Services, INC.Broker
December 1996 - February 1998 · 1 yr 2 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.