Stephen Levy

from Birdrock Wealth
SEC regulated
Regulated Investment Advisor
Stephen Levy is a financial advisor based in Texas, Austin, with 25 years of experience. Stephen currently works for Birdrock Wealth. Stephen maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Stephen Levy works at Birdrock Wealth
Birdrock Wealth is a financial advisory firm based in Austin, Texas. It currently has approximately $110,703,990 of assets under management and employs about 5 people. Birdrock Wealth uses a fee structure of and a percentage of assets under your management.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Uniform Combined State Law Examination (S66)
Years registered
4 years
Fee structure
and a percentage of assets under your management
Office location
9433 Bee Cave Rd, Bldg 2, Suite 203, Austin, Texas, 78733

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