Morgan Stanley
46yrs
Top advisor by experience in Woodland Hills
4yrs
Fredrick Levy has worked in the financial industry for 4 years and is a fiduciary financial advisor based in Woodland Hills, California. After three years at Merrill, Fredrick joined Wells Fargo Advisors in 2025, a firm offering financial planning, investment management, and retirement plan consulting. Wells Fargo Advisors reports being paid through a percentage of assets, flat fees, and commissions.
One of 373 advisors with offices in Woodland Hills, and one of 329 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office21600 Oxnard St, 18th Floor, Tower I Warner Center Towers, Woodland Hills, CA 91367
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther 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.
Series 66Uniform Combined State Law Examination
Career
- Nov 2025 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2022 – 2025MerrillPreviously
Contact Fredrick
(314) 875-3000Firm headquarters in St. Louis, MO. Ask for Fredrick. 21600 Oxnard St, 18th Floor, Tower I Warner Center TowersWoodland Hills, CA 91367Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Fredrick
Tailored to Fredrick’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Fredrick
How do I contact Fredrick?
Call Wells Fargo Advisors at (314) 875-3000 and ask for Fredrick Levy. Fredrick works from the Woodland Hills, CA office.
How long has Fredrick been a financial advisor?
Fredrick has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Fredrick hold?
Series 66. Tap any license on this page to see what it allows.
Is Fredrick a fiduciary?
Fredrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Fredrick paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Fredrick 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.
Other advisors nearby
Wells Fargo Advisors
45yrs
Alan Durlester
Financial advisor
21600 Oxnard St, 18th Floor, Tower I Warner Center Towers
Woodland Hills, CA 91367
Woodland Hills, CA 91367
Top 1% by experience in California
Merrill
45yrs
Top 1% by experience in Woodland Hills
Wells Fargo Advisors
44yrs
Top 1% by experience in Woodland Hills
LPL Financial
44yrs
Top 1% by experience in Woodland Hills
LPL Financial
43yrs
Top 1% by experience in California