Brian Michael Levitan
Investment adviser representative at Transamerica Financial Advisors, LLC
25 yearsExperience
5 statesRegistered in
$2.1BFirm assets
35 yearsFirm in business
Are you Brian Michael Levitan? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
25 years in the industry.
- Cam Fin LLCSep 2023 to now
- Bml Property Services, LLC.Mar 2023 to now
- Transamerica Financial Advisors, LLCMar 2017 to now
- WfgiaJun 2001 to now
- Clearwater BenefitsJan 2022 to Aug 2026
- Home Town MortgageMar 2020 to Aug 2023
- Transformation Financial IncOct 2019 to Sep 2023
- Inland Home MortgageSep 2018 to Jun 2019
- LyftJun 2017 to Sep 2019
- Pacific Union Financial, LLCMar 2017 to Mar 2018
- Bay Equity LLCOct 2016 to Mar 2017
- Real Estate InstituteJul 2013 to Aug 2026
- Brian LevitanJun 2013 to Sep 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 5 states (DC, GA, NC, NJ, TX).
Transamerica Financial Advisors, LLC
$2.1BAssets managed
42,735Clients
1,121Advisers
35 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
- 2684478
- Firm CRD
- 16164