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professional profile

Adam Scott Levy

IAR West Palm Beach, FL CRD 3069030 Last verified October 2026

Overview

Adam Scott Levy is an investment adviser representative based in West Palm Beach, FL, with 24 years in the industry.

Years in the industry
24
States registered
2
Exams passed
2
Current firms
1

Contact

1 business email and 2 phone numbers on file

Registrations and licenses

  • Registered in 2 states
  • Series 63
  • Series 65

Every state, with registration and license dates

Firms

Employment history since 2004

Book and practice

Firm assets under management on file

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