Unclaimed Profile

Kimberlee Elizabeth Levy

CONCORDE ASSET MANAGEMENT, LLC·LIVONIA, Michigan

SIE, Series 4, Series 6, Series 7, Series 14, Series 24, Series 26, Series 63, Series 65, Series 79TO, Series 99TO16 years registeredCONCORDE ASSET MANAGEMENT, LLC

19500 VICTOR PARKWAY, LIVONIA, MI 48152CRD# 4065593Firm CRD# 140367

Profile Verification

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

Identity

Kimberlee Elizabeth Levy · LIVONIA, MI

Registration

CRD #4065593 · CONCORDE ASSET MANAGEMENT, LLC · 16 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CONCORDE ASSET MANAGEMENT, LLC

CONCORDE ASSET MANAGEMENT, LLC

May 2013 – Dec 2023

LIVONIA, MI

CIG ASSET MANAGEMENT, INC.

Jul 2010 – May 2013

SOUTHFIELD, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 6

Series 7

Series 14

Series 24

Series 26

Series 63

Series 65

Series 79TO

Series 99TO

Registration record

First registered · July 23, 2010

Years registered · 16

Disclosure History

2020Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

CONCORDE ASSET MANAGEMENT, LLC

CRD 140367 · SEC 801-74519

AUM

$395M

Regulatory assets under management

Employees

2,510 client accounts

Services offered by CONCORDE ASSET MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CONCORDE ASSET MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Kimberlee Elizabeth Levy offer?

Kimberlee Elizabeth Levy specializes in Financial Planning, Investment Management, Wealth Management.

What are Kimberlee Elizabeth Levy's credentials?

Kimberlee Elizabeth Levy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kimberlee Elizabeth Levy located?

Kimberlee Elizabeth Levy is based in LIVONIA, Michigan, last registered with CONCORDE ASSET MANAGEMENT, LLC.

How does Kimberlee Elizabeth Levy charge for services?

Kimberlee Elizabeth Levy's firm is compensated through percentage of aum, hourly charges, subscription fees, other: promoter fees from other advisors. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CONCORDE ASSET MANAGEMENT, LLC?

CONCORDE ASSET MANAGEMENT, LLC has approximately 82 employees and manages $395M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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