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Michael Paul Levy

CROW HOLDINGS CAPITAL PARTNERS, L.L.C.·DALLAS, Texas
SIE, Series 7, Series 24, Series 63Clean recordCROW HOLDINGS CAPITAL PARTNERS, L.L.C.
3819 MAPLE AVE, DALLAS, TX 75219-3913CRD# 2156468Firm CRD# 156925

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Paul Levy · DALLAS, TX
Registration
CRD #2156468 · CROW HOLDINGS CAPITAL PARTNERS, L.L.C.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
CROW HOLDINGS CAPITAL PARTNERS, L.L.C.
CRD 156925 · SEC 801-72434
AUM
$14.0B
Regulatory assets under management
Employees
152
17 client accounts
Services offered by CROW HOLDINGS CAPITAL PARTNERS, L.L.C.
Per Form ADV
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at CROW HOLDINGS CAPITAL PARTNERS, L.L.C. →
Introduction

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04

Frequently Asked Questions

What services does Michael Paul Levy offer?
Michael Paul Levy specializes in Retirement Planning, Wealth Management. Contact their office in DALLAS, Texas for a consultation.
What are Michael Paul Levy's credentials?
Michael Paul Levy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Paul Levy located?
Michael Paul Levy is based in DALLAS, Texas, working with CROW HOLDINGS CAPITAL PARTNERS, L.L.C.. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does Michael Paul Levy charge for services?
Michael Paul Levy's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CROW HOLDINGS CAPITAL PARTNERS, L.L.C.?
CROW HOLDINGS CAPITAL PARTNERS, L.L.C. has approximately 152 employees and manages $14.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CROW HOLDINGS CAPITAL PARTNERS, L.L.C.

Jonathon Coe Juracek
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Anne Lewis Raymond
DALLAS, TX
James Conrad Morrison
DALLAS, TX
Robert Arthur Mcclain
DALLAS, TX
George Michael Kevin Bryant
DALLAS, TX
Carlos Dean Rainwater
DALLAS, TX

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