Lorne Levy has been an investment adviser representative at Financial Gravity Family Office Services since September 2021, and is not listed among the firm’s executive officers or direct owners.
Financial Gravity Family Office Services, LLC is a Lakeway, TX firm with $590M under management, 1,724 clients and 16 advisers across 3 offices, as of its January 2026 filing.
Lorne Levy’s longest registration was 12 years at Forta Financial Group, Inc. (2008–2021). Before joining Financial Gravity Family Office Services in 2021, Lorne Levy was registered through Forta Financial Group, Inc.
- – present · 5 yearsHighlands Ranch, CO · Adviser representative · Firm CRD 316024
- Forta Financial Group, Inc.– · 12 yearsGreenwood Village, CO · Adviser representative · Firm CRD 28784
Investment adviser representative registrations
Lorne Levy is registered as an investment adviser representative in Colorado, since February 2022.
- ColoradoSince 10 February 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 2 October 2008 |
| Series 7 | General Securities Representative Examination | 5 September 2008 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Lorne Howard Levy
- CRD
- 5581130
- Firm
- Financial Gravity Family Office Services · CRD 316024
- Office
- Highlands Ranch, CO
- Registration
- Investment adviser registration
- In the industry since
- September 2008
- Disciplinary history
- Not yet shown here · SEC record
Where does Lorne Levy work?
Lorne Levy is an investment adviser representative registered through Financial Gravity Family Office Services, LLC since September 2021, and is not listed among the firm’s executive officers or direct owners.
Is Lorne Levy a financial advisor?
Yes. Lorne Levy has a current investment-adviser registration in Colorado, through Financial Gravity Family Office Services since September 2021.
How many years of experience does Lorne Levy have?
Lorne Levy has 18 years in the financial industry, since September 2008, across 2 adviser firms.
What exams has Lorne Levy passed?
Lorne Levy has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in September 2008. FINRA credited Lorne Levy with the SIE, which began in October 2018.
Where is Lorne Levy based?
Lorne Levy’s registered office is in Highlands Ranch, CO.
Is Lorne Levy registered with FINRA?
No. Lorne Levy has no current broker registration.
How can I verify Lorne Levy’s record?
Search CRD 5581130 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Lorne Levy’s full registration record.