Morgan Stanley
47yrs
Top 1% by experience in Boca Raton
22yrs
Ofer Levy
Financial advisor at Raymond James & Associates
Ofer Levy has worked in the financial industry for 22 years and is a fiduciary financial advisor based in Boca Raton, Florida. After 13 years at Merrill and two years at Edward Jones, Ofer joined Raymond James & Associates in 2021, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 1651 advisors with offices in Boca Raton, and one of 1499 fiduciaries.
At a glance
Experience22 years (since 2004)
How that compares ?More experience than 65% of advisors in Florida
Office1 Town Center Road 10th Floor, Boca Raton, FL 33486
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$788,879
Advisors at the firm5,796
States licensed ?2 states
Services through Raymond James & Associates
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowRaymond James & Associates, Inc.Current firm
- 2008 – 2021MerrillPreviously
- Mar 2007 – Nov 2008Edward JonesPreviously
Contact Ofer
Local office(561) 981-3651Ask for Ofer. (727) 567-1000Main office · St. Petersburg, FL 1 Town Center Road 10th FloorBoca Raton, FL 33486Office · Get directions Firm websitewww.alexbrown.com
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Questions to ask Ofer
Tailored to Ofer’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Ofer
How do I contact Ofer?
Call Ofer’s local office at (561) 981-3651 or the Raymond James & Associates main office at (727) 567-1000, and ask for Ofer Levy.
How long has Ofer been a financial advisor?
Ofer has been in the industry since 2004, about 22 years. More experience than 65% of advisors in Florida.
What licenses does Ofer hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Ofer a fiduciary?
Ofer is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ofer paid?
Raymond James & Associates reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Ofer for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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