TrueAdvisor
TrueAdvisor
RI
RI

Robert Michael Ivey

Leucadia Asset Management LLC
9 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Leucadia Asset Management LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
16 clients
Average Client Portfolio
$252.7M average
Assets Under Management
$4.0B

Fee Structure

Minimum Investment:$5M
Financial Planning:Investment management only

Location

520 Madison Avenue, New York, NY, 10022-4213

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Leucadia Asset Management LLC
February 2024 - Present · 2 yrs
Jefferies LLCBroker
September 2023 - Present · 2 yrs 5 mos
Previous Registrations
Credit Suisse Securities (USA) LLC
August 2018 - September 2023 · 5 yrs 1 mo
Credit Suisse Securities (USA) LLCBroker
August 2018 - September 2023 · 5 yrs 1 mo
Lazard Asset Management Securities LLCBroker
September 2016 - August 2018 · 1 yr 11 mos
State Registrations2 states
FLNY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.