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Eric Levy

RM ADVISER, LLC·MIAMI, Florida
Unclaimed Profile
1577 BAY ROAD, MIAMI, FL 33139CRD# 5402013Firm CRD# 283877
01

About

Eric Levy is a registered financial advisor based in MIAMI, Florida, affiliated with RM ADVISER, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
RM ADVISER, LLC
RM ADVISER, LLC
AUM
$175M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at RM ADVISER, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: ASSET MANAGEMENT FEES MANAGING REAL ESTATE; DUE DILIGENCE FEES
Regulatory
SEC/IARD CRD# 5402013
Firm CRD# 283877
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Eric Levy offer?
Eric Levy specializes in Retirement Planning. Contact their office in MIAMI, Florida for a consultation.
What are Eric Levy's credentials?
Eric Levy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Eric Levy located?
Eric Levy is based in MIAMI, Florida, working with RM ADVISER, LLC. Their office serves clients in the MIAMI metropolitan area and surrounding communities.
How does Eric Levy charge for services?
Eric Levy's firm is compensated through percentage of aum, performance-based fees, other: asset management fees managing real estate; due diligence fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RM ADVISER, LLC?
RM ADVISER, LLC has approximately 6 employees and manages $175M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
Advisor Fees in FloridaNational Fee Analysis
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