Todd Levy, Cfp®, Cdfa® Email & Phone Number
@altiumwealth.com
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Who is Todd Levy, Cfp®, Cdfa®? Overview
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Todd Levy, Cfp®, Cdfa® is listed as Managing Director at Altium Wealth Management, LLC, a company with 55 employees, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at altiumwealth.com and a matched LinkedIn profile for Todd Levy, Cfp®, Cdfa®.
Email format at Altium Wealth Management, LLC
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AeroLeads found 1 current-domain work email signal for Todd Levy, Cfp®, Cdfa®. Compare company email patterns before reaching out.
About Todd Levy, Cfp®, Cdfa®
Todd Levy, is a Managing Director at Altium Wealth Management. He brings 20 years of consulting and planning experience to high net-worth individuals, their families and their businesses. Todd's clients enjoy a superior level of clarity and control over every aspect of their financial life so they can make precise decisions about their future. Todd and the Altium team help design financial plans that adjust and adapt to each client’s changing needs. Through constant communication and relentless execution, they ensure that every last detail in a client’s plan is executed, updated and continues to evolve long after the typical financial planning process is over. Todd and his team are proud to be part of each client’s financial ecosystem and often are a family’s first call either in prosperous or challenging times. Prior to merging his firm with Altium, Todd was a founder at Prosperian Wealth Management. Todd is the Chairman and co-founder of Ice Hockey in Harlem (IHIH), a not-for-profit youth organization in New York City. Since 1987, IHIH has served over 10,000 boys and girls in the Harlem community both athletically and academically. Over the past 33 years, he has witnessed the impact that mentoring has on the lives of inner city youth. Todd grew up in New York City, graduated from New York University and now lives in Westchester with his wife and two children and you can find him in his free time either on the tennis court or at the hockey rink.
Listed skills include Wealth Management, Securities, Wealth, and Asset Management.
Todd Levy, Cfp®, Cdfa®'s current company
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Todd Levy, Cfp®, Cdfa® work experience
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Managing Director
Colleagues at Altium Wealth Management, LLC
Other employees you can reach at altiumwealth.com. View company contacts for 55 employees →
Matthew J. Montana, Cfp®
Colleague at Altium Wealth Management, Llc
Madison, Connecticut, United States, United States
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DC
Dylan Curran
Colleague at Altium Wealth Management, Llc
Norwalk, Connecticut, United States, United States
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GS
Greg Slater, Cfa, Cfp®, Cipm®
Colleague at Altium Wealth Management, Llc
New York, New York, United States, United States
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BA
Brennian Antell, Cima®
Colleague at Altium Wealth Management, Llc
New York City Metropolitan Area, United States
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DS
David Siegel
Colleague at Altium Wealth Management, Llc
New York City Metropolitan Area, United States
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DT
Donna Tumillo
Colleague at Altium Wealth Management, Llc
Danbury, Connecticut, United States, United States
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KK
Kaylie Klemme, Mba
Colleague at Altium Wealth Management, Llc
Hopewell Junction, New York, United States, United States
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RS
Robert Sypher
Colleague at Altium Wealth Management, Llc
New York, New York, United States, United States
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CR
Conor Ryan, Cfa, Cfp®
Colleague at Altium Wealth Management, Llc
New York City Metropolitan Area, United States
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DP
Diane Petrocelli
Colleague at Altium Wealth Management, Llc
New York, New York, United States, United States
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Frequently asked questions about Todd Levy, Cfp®, Cdfa®
Quick answers generated from the profile data available on this page.
What company does Todd Levy, Cfp®, Cdfa® work for?
Todd Levy, Cfp®, Cdfa® works for Altium Wealth Management, LLC.
What is Todd Levy, Cfp®, Cdfa®'s role at Altium Wealth Management, LLC?
Todd Levy, Cfp®, Cdfa® is listed as Managing Director at Altium Wealth Management, LLC.
What is Todd Levy, Cfp®, Cdfa®'s email address?
AeroLeads has found 1 work email signal at @altiumwealth.com for Todd Levy, Cfp®, Cdfa® at Altium Wealth Management, LLC.
Where is Todd Levy, Cfp®, Cdfa® based?
Todd Levy, Cfp®, Cdfa® is based in New York City Metropolitan Area, United States, United States while working with Altium Wealth Management, LLC.
What companies has Todd Levy, Cfp®, Cdfa® worked for?
Todd Levy, Cfp®, Cdfa® has worked for Altium Wealth Management, Llc.
Who are Todd Levy, Cfp®, Cdfa®'s colleagues at Altium Wealth Management, LLC?
Todd Levy, Cfp®, Cdfa®'s colleagues at Altium Wealth Management, LLC include Matthew J. Montana, Cfp®, Dylan Curran, Greg Slater, Cfa, Cfp®, Cipm®, Brennian Antell, Cima®, and David Siegel.
How can I contact Todd Levy, Cfp®, Cdfa®?
You can use AeroLeads to view verified contact signals for Todd Levy, Cfp®, Cdfa® at Altium Wealth Management, LLC, including work email, phone, and LinkedIn data when available.
What skills is Todd Levy, Cfp®, Cdfa® known for?
Todd Levy, Cfp®, Cdfa® is listed with skills including Wealth Management, Securities, Wealth, and Asset Management.
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