AdvisorOS Directory
Claim Profile
LL

Lawrence Howard Levy

IKE CAPITAL, LLC·ROSLYN, New York
Unclaimed Profile
55 LUMBER ROAD, ROSLYN, NY 11576CRD# 1210556Firm CRD# 132473
01

About

Lawrence Howard Levy is a registered financial advisor based in ROSLYN, New York, affiliated with IKE CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
IKE CAPITAL, LLC
IKE CAPITAL, LLC
AUM
$162M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at IKE CAPITAL, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1210556
Firm CRD# 132473
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in ROSLYN?

Browse all registered financial advisors in ROSLYN, New York or claim this profile if it's yours.

Browse ROSLYN AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Lawrence Howard Levy offer?
Lawrence Howard Levy specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ROSLYN, New York for a consultation.
What are Lawrence Howard Levy's credentials?
Lawrence Howard Levy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lawrence Howard Levy located?
Lawrence Howard Levy is based in ROSLYN, New York, working with IKE CAPITAL, LLC. Their office serves clients in the ROSLYN metropolitan area and surrounding communities.
How does Lawrence Howard Levy charge for services?
Lawrence Howard Levy's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is IKE CAPITAL, LLC?
IKE CAPITAL, LLC has approximately 3 employees and manages $162M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in ROSLYN
Lawrence Ross Morgenthal — SOUNDLINK PARTNERS, LLCDaniel Seth Loeb — TRAWLER CAPITAL MANAGEMENT LLCThomas Michael Bonanno — SOUNDLINK PARTNERS, LLCMartin W Harper — BROADWAY FINANCIAL MANAGEMENT LLCSean Garrett Simon — SOUNDLINK PARTNERS, LLC
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile