# LEVI FINANCIAL GROUP LLC

LEVI FINANCIAL GROUP LLC of STAMFORD, CT is an SEC-registered investment adviser.

## Registration

- CRD: 144381
- Type: SEC-registered investment adviser
- SEC file number: 801-68073
- Location: 150 FOREST STREET, STAMFORD, CT, 06901
- Phone: 203-961-0661
- Latest filing: 2009-06-19
- Regulatory AUM: $24.0M
- Discretionary AUM: $24.0M
- Clients: 1
- Accounts: 123

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| [AMOROSO III RAYMOND](https://search.stillhousedata.com/person/764724) | MANAGING MEMBER/PRINCIPAL/GC/CHIEF COMPLIANCE OFFICER; PRINCIPAL/GC/CHIEF COMPLIANCE OFFICER | — |
| [LEVI WALTER MORRIS](https://search.stillhousedata.com/person/785765) | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER/IAR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/144381/brochure
- Similar advisers: https://search.stillhousedata.com/firm/144381/similar
- Related entities: https://search.stillhousedata.com/firm/144381/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/144381

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.