Julio E Levisohn
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated · Lexington, KY
Last updated 2026-10-10
Claim your profileJulio E Levisohn is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lexington, KY, CRD 7205798. Licenses and exams on the registration: Series 66. IAPD registration began 2020-05-26.
Registration
- CRD number
- 7205798
- Registration status
- Active
- IAPD registration
- 2020-05-26
- Industry Experience
- 6 years
- Work Experience
- 13 years
- States registered
- KY, TX
Licenses and exams
- Series 66
Work history
- 2019-08 to 2020-03 · University of Kentucky · Lexington, KY
- 2019-02 to 2019-09 · Chipotle · Lexington, KY
- 2016-03 to 2018-03 · Southern Kentucky Soccer · Bowling Green, KY
- 2017-08 to 2020-03 · University of Kentucky · Lexington, KY
- 2013-08 to 2017-05 · South Warren High School · Bowling Green, KY
- 2017-05 to 2017-08 · Unemployed · Bowling Green, KY
- 2020-03 to 2020-08 · Thrivent Investment Management Inc · Lexington, KY
- 2020-03 to 2020-07 · Thrivent Financial · Appleton, WI
- 2020-07 to 2020-08 · Thrivent Financial · Appleton, WI
- 2020-09 to 2020-12 · Bankers Life Securities, Inc · Lexington, KY
- 2020-08 to 2020-12 · Bankers Life & Casualty, Inc · Lexington, KY
- 2020-01 to 2020-08 · Thrivent Financial · Lexington, KY
- 2020-08 to 2020-10 · Bankers Life · Lexington, KY
- 2020-10 to 2023-03 · Fifth Third Bank · Lexington, KY
- 2017-05 to 2020-05 · University of Kentucky · Lexington, KY
- 2013-05 to 2017-05 · South Warren High School · Bowling Green, KY
- 2021-10 to 2023-03 · Fifth Third Securities · Lexington, KY
- 2023-03 to Present · Merrill Lynch, Pierce, Fenner & Smith Incorporated · Lexington, KY
- 2023-05 to Present · Bank of America, N.A. · Lexington, KY
Current employment
- Merrill Lynch, Pierce, Fenner & Smith Incorporated · New York, NY
Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Regulatory AUM
- $1,781,568,171,479
- Registered advisors
- 25,565
- Offices
- 5,327
- Clients per advisor
- 71.9 (Moderate)
- Average AUM per client
- $968.8K (Low)
- High-net-worth client ratio
- 28.4% (Moderate)
Merrill Lynch, Pierce, Fenner & Smith Incorporated: advisors, services and reported ETF investments
About
Julio E Levisohn is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lexington, KY. Reported securities licenses include Series 66. The latest record indicates 6 years of industry experience and 13 years of reported work history.
Merrill Lynch, Pierce, Fenner & Smith Incorporated's firm-level Form ADV reports 25,565 advisors across 5,327 offices; approximately 71.9 clients per advisor, average assets per client of $968,779, and regulatory AUM of $1.8T; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Insurance companies, and Corporations or other businesses; services including Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers, and Educational Seminars or Workshops.
What this firm offers
Filed by Merrill Lynch, Pierce, Fenner & Smith Incorporated on Form ADV.
Client services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Educational Seminars or Workshops
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
- Commissions
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Insurance Broker or Agent
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Registered Security-Based Swap Dealer
- Futures Commission Merchant
- Banking or Thrift Institution
- Trust Company
- Insurance Company or Agency
- Pension Consultant
- Real Estate Broker or Dealer
Location
300 W Vine St, Lexington, KY 40507
36 advisors at this office.
Contact
The firm's filed contact details.
Official record
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