Nancy Joy Levy

CRD 721174 · Wells Fargo Advisors · Short Hills, NJ

IA RegisteredBroker

Also appears in the source record as: Nancy Joy Levitt

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (3): SIESeries 7Series 63
Registered states (41): Alabama · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Illinois · Indiana · Iowa · Kansas · Kentucky · Maryland · Massachusetts · Michigan · Minnesota · Missouri · Montana · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Ohio · Pennsylvania · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virginia · Washington · West Virginia · Wyoming
Years in the industry (source record): 43
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Wells Fargo Advisors
Firm CRD: 19616
SEC number: 801-37967
Assets under management: $671.4B as of Jun 23, 2026
Website: www.twitter.com/WFINVESTING ↗
Phone: 314-875-3000
Firm location: St. Louis, MO, 63103-2205

Employment history (16)

From the source registration record · current first

Wells Fargo Clearing Services, LLCCurrent
Short Hills, NJ · BC capacity

start not retrieved → present
Wells Fargo Clearing Services, LLCCurrent
Short Hills, NJ · IA capacity

start not retrieved → present
Wells Fargo AdvisorsCurrent
Short Hills, NJ · IA capacity

start not retrieved → present
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Short Hills, NJ · IA capacity

Mar 10, 2010 → Jan 16, 2013
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Short Hills, NJ · BC capacity

Mar 8, 2006 → Jan 16, 2013
Advest, Inc.
Hartford, CT · BC capacity

Jul 2, 2004 → Mar 8, 2006
First Union Capital Markets Corp.
Charlotte, NC · BC capacity

Sep 17, 1996 → Oct 1, 1999
Josephthal Lyon & Ross Incorporated
New York, NY · BC capacity

May 16, 1995 → Aug 29, 1996
First Montauk Securities Corp.
Red Bank, NJ · BC capacity

Feb 3, 1992 → May 15, 1995
Andrew Alen Securities, Inc.
BC capacity

Jul 15, 1988 → Mar 30, 1990
Moore & Schley, Cameron & Co.
BC capacity

Oct 21, 1987 → Jul 29, 1988
Moore & Schley Municipals, Inc.
BC capacity

Jun 16, 1987 → Jan 27, 1988
Glickenhaus & Co. - New Jersey
BC capacity

Feb 2, 1987 → Jun 24, 1987
Baird, Patrick Capital Group, Inc.
BC capacity

May 14, 1985 → Feb 17, 1987
Ryan, Beck & Co.
BC capacity

Nov 2, 1981 → Mar 24, 1986
Bevill, Bresler & Schulman Incorporated
BC capacity

Apr 2, 1985 → Apr 10, 1985

Source & corrections

Where this page comes from

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