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William Bradford Levay

FCA CORP·HOUSTON, Texas
Series 7, Series 65Clean record17 years registeredFCA CORP
791 TOWN & COUNTRY BLVD., HOUSTON, TX 77024-3925CRD# 3200046Firm CRD# 110658

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Bradford Levay · HOUSTON, TX
Registration
CRD #3200046 · FCA CORP · 17 years registered
Brand Profile
Not yet started
01

Career History

Nov 2008present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 65
Registration record
First registered · November 3, 2008
Years registered · 17
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FCA CORP
CRD 110658 · SEC 801-20514
AUM
$526M
Regulatory assets under management
Employees
17
543 client accounts
Services offered by FCA CORP
Per Form ADV
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does William Bradford Levay offer?
William Bradford Levay specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in HOUSTON, Texas for a consultation.
What are William Bradford Levay's credentials?
William Bradford Levay is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Bradford Levay located?
William Bradford Levay is based in HOUSTON, Texas, working with FCA CORP. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.
How does William Bradford Levay charge for services?
William Bradford Levay's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FCA CORP?
FCA CORP has approximately 17 employees and manages $526M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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