Liatriz Estella Levy is an investment adviser representative (IAR) with state registration records since 2008, appearing at 4 firms. Currently registered with CONCURRENT INVESTMENT ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CONCURRENT INVESTMENT ADVISORS, LLC | 2023-04-24 | present | Yes |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 2022-04-08 | 2023-05-15 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2009-10-23 | 2022-04-10 | — |
| BANC OF AMERICA INVESTMENT SERVICES, INC. | 2008-07-17 | 2009-10-23 | — |