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Emery Jerome Levick

Investment adviser representative at US Asset Management, LLC
9 yearsExperience
1 stateRegistered in
$358.5MFirm assets
23 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

9 years in the industry.

  1. US Asset Management, LLCAug 2010 to now
  2. Club OneAug 2010 to Nov 2019

Exams passed

  • Series 66 · Uniform Combined State Law2002
  • Series 65 · Uniform Investment Adviser Law2008
  • Series 63 · Uniform Securities Agent State Law2009

State registrations

Registered as an investment adviser representative in 1 state (PA).

US Asset Management, LLC

$358.5MAssets managed
48Clients
3Advisers
23 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
1675803
Firm CRD
124234
Advisor's SEC record (opens in a new tab)
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