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Edward Kelly Levi

Investment Adviser Representative at LAZARI CAPITAL MANAGEMENT, INC.

Burbank, CACRD #862732Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
29 yrs
States Registered
1 states
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Edward Kelly Levi has worked in the securities industry since 1997. They are registered to provide investment advisory services in California.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
California
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 4/23/1990
SIE
Securities Industry Essentials Examination
Passed 2/26/2016
Series 3
National Commodity Futures Examination
Passed 8/4/1993
Series 7
General Securities Representative Examination
Passed 2/17/1979

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.03
Account minimum: $250,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Lazari Capital Management, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

LAZARI CAPITAL MANAGEMENT, INC.Current
11/13/2018Burbank, CA
BEVERLY HILLS WEALTH MANAGEMENT, LLC
5/27/201510/5/2018Beverly Hills, CA
OAKSHORE PARTNERS, LLC
12/9/20166/21/2017Beverly Hills, CA
MORGAN STANLEY
6/1/20095/7/2015Beverly Hills, CA
MORGAN STANLEY & CO. INCORPORATED
6/1/20076/1/2009Beverly Hills, CA
CITIGROUP GLOBAL MARKETS INC.
7/8/19976/14/2007Beverly Hills, CA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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View LAZARI CAPITAL MANAGEMENT, INC. firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Edward Kelly Levi has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Edward Kelly Levi - Financial Advisor in Burbank, CA | AdvisorFinder