Unclaimed Profile

Eric Levy

RM ADVISER, LLC·MIAMI, Florida

Clean recordRM ADVISER, LLC

1577 BAY ROAD, MIAMI, FL 33139CRD# 5402013Firm CRD# 283877

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Eric Levy · MIAMI, FL

Registration

CRD #5402013 · RM ADVISER, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

RM ADVISER, LLC

AUM

$175M

Regulatory assets under management

Employees

Total firm employees

View all advisors at RM ADVISER, LLC →

Services

Pension consulting

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

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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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