Meridian Wealth Management
47yrs
Top advisor by experience in Lexington
6yrs
Julio Levisohn is a fiduciary financial advisor in Lexington, Kentucky, with 6 years in the industry. Julio joined Merrill in 2023, after a year at Fifth Third Securities and less than a year at Bankers Life Advisory Services. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 621 advisors with offices in Lexington, and one of 568 fiduciaries.
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
Office300 W Vine St, Lexington, KY 40507
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?2 states
Services through Merrill
Investment 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.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowMerrillCurrent firm
- Oct 2021 – Mar 2023Fifth Third Securities, Inc.Previously
- Sep 2020 – Dec 2020Bankers Life Advisory Services, Inc.Previously
- May 2020 – Sep 2020Thrivent Investment Management Inc.Previously
Questions to ask Julio
Tailored to Julio’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- 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 Julio
How do I contact Julio?
Call Julio’s local office at (859) 231-5232 or the Merrill main office at (800) 637-7455, and ask for Julio Levisohn.
How long has Julio been a financial advisor?
Julio has been in the industry since 2020, about 6 years. 6 years in the industry.
What licenses does Julio hold?
Series 66. Tap any license on this page to see what it allows.
Is Julio a fiduciary?
Julio is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Julio paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Julio 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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