Javier Marcos Levy
Investment Adviser Representative at Valley Wealth Managers, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Javier Marcos Levy is an investment adviser representative in Aventura, FL, currently registered with Valley Financial Management, Inc. and Valley Wealth Managers, Inc. They have worked in the securities industry since 2009 and were previously registered with Hapoalim Securities USA, Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Florida.
Office
Advisors at this office: 12
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida
- Broker:
20 states and territories
California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Maryland, Massachusetts, Minnesota, Nevada, New Jersey, New York, North Carolina, Ohio, South Carolina, Virginia, Washington, Wyoming
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Leumi Investment Services IncJun 2010 – Apr 2022Aventura, FL
- Bank Leumi USAJun 2010 – Apr 2022Aventura, FL
- Valley Financial Management, Inc.Apr 2022 – no end date reportedAventura, FL
- Valley National BankApr 2022 – no end date reportedAventura, FL
- Valley Wealth Managers, Inc.Jul 2023 – no end date reportedAventura, FL
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Valley Wealth Managers, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Firm account minimum
- $100,000 (waivable)
- Estimated blended rate
- 0.0125
- First $500,0001.25%
- Next $2.5 million1.00%
- Next $2 million0.80%
- Next $10 million0.65%
+3 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 48
- Offices listed on AdvisorFinder:
- 11
- Main office:
- Paramus, NJ
- SEC file number:
- 801-25461
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
View full firm profileOther advisors at Valley Wealth Managers, Inc.
Showing 12 of 48 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Javier Marcos Levy 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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