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Secretary · Jefferies Investment Advisers LLC

Sonia H. Levovitz

CRD 4607484 · Named on Form ADV at 3 SEC-registered advisers

At a glance

Jefferies Investment Advisers LLC, an SEC-registered asset manager based in New York, NY with $5.2 billion in regulatory assets, lists Sonia H. Levovitz on its Form ADV as Secretary. The SEC filings also name Sonia at 2 other registered advisers.

Firms and roles

AtlasMembers

Sonia’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
3 firmsLocked
Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (18)

  • Robert V. PeyreigneManaging Director- Co-President, Jefferies Investment Advisers LLC
  • Michael J. PaganoManaging Director- Co-President, Jefferies Investment Advisers LLC
  • Laurie R GoodmanManaging Director-Head of Investment & Wealth Solutions, Jefferies Investment Advisers LLC
  • David J NagyChief Compliance Officer, Jefferies Investment Advisers LLC
  • Franklyn J. CollymoreSenior Vice President, Head of Wealth Management Supervision & Risk, Jefferies Investment Advisers LLC

13 more people named with Sonia on the same filings, with titles and firms. Free in Atlas with a free account.

See all 18 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Sonia’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.