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Victoria Patrice Freece

LEVY WEALTH MANAGEMENT GROUP, LLC·PHILADELPHIA, Pennsylvania
SIE, Series 7, Series 7TO, Series 63Clean recordLEVY WEALTH MANAGEMENT GROUP, LLC
1818 MARKET STREET, PHILADELPHIA, PA 19103CRD# 2751501Firm CRD# 305766

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Victoria Patrice Freece · PHILADELPHIA, PA
Registration
CRD #2751501 · LEVY WEALTH MANAGEMENT GROUP, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 7TO
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
LEVY WEALTH MANAGEMENT GROUP, LLC
CRD 305766 · SEC 801-117756
AUM
$943M
Regulatory assets under management
Employees
14
1,175 client accounts
Services offered by LEVY WEALTH MANAGEMENT GROUP, 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 LEVY WEALTH MANAGEMENT GROUP, LLC →
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Frequently Asked Questions

What services does Victoria Patrice Freece offer?
Victoria Patrice Freece specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PHILADELPHIA, Pennsylvania for a consultation.
What are Victoria Patrice Freece's credentials?
Victoria Patrice Freece is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Victoria Patrice Freece located?
Victoria Patrice Freece is based in PHILADELPHIA, Pennsylvania, working with LEVY WEALTH MANAGEMENT GROUP, LLC. Their office serves clients in the PHILADELPHIA metropolitan area and surrounding communities.
How does Victoria Patrice Freece charge for services?
Victoria Patrice Freece'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 LEVY WEALTH MANAGEMENT GROUP, LLC?
LEVY WEALTH MANAGEMENT GROUP, LLC has approximately 14 employees and manages $943M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LEVY WEALTH MANAGEMENT GROUP, LLC

Victor Sidney Levy
PHILADELPHIA, PA
CFP
Joseph Nmn Robostello
PHILADELPHIA, PA
CFPChFC
Michael Thomas Clatterbuck
PHILADELPHIA, PA
CFPChFC

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