JOSEPH A LEVY is an investment adviser representative (IAR) with state registration records since 2017, appearing at 3 firms. Currently registered with CW ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CW ADVISORS, LLC | 2022-10-12 | present | Yes |
| MORGAN STANLEY SMITH BARNEY LLC | 2018-10-23 | 2022-10-19 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2017-10-20 | 2018-10-11 | — |