Maxwell Levi
Perennial · New York, New York
Maxwell Levi is a fee-only financial advisor at Perennial in New York, New York. Perennial reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Perennial |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $761.9M across 493 accounts |
| SEC registration | Investment adviser representative in NY · CRD 7823393 |
| Exams passed | Series 65 (2023) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.perennial.com |
How Maxwell's firm compares
- Perennial's average account is about $1.5 million, from its Form ADV (assets managed divided by 493 accounts).
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Questions about Maxwell
Is Maxwell Levi a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Maxwell holds no broker registration, and Perennial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Maxwell charge for financial advice?
Maxwell's firm, Perennial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Maxwell Levi based?
Maxwell Levi is based in New York, New York.
Is Maxwell Levi registered with the SEC?
Yes. Maxwell Levi is registered as an investment adviser representative in NY (CRD 7823393), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Perennial manage?
Perennial reports $761.9M across 493 accounts in assets under management.
How do I contact Maxwell Levi?
Through Maxwell's website, www.perennial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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