Michael Howard Levin
Investment adviser representative at Vanderbilt Advisory Services
31 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$2.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
31 years in the industry.
- Vanderbilt Advisory ServicesFeb 2025 to now
- Vanderbilt Financial GroupFeb 2025 to now
- Preferred Financial GrpAug 1995 to now
- Osaic Wealth, Inc.Oct 2024 to Feb 2025
- American Portfolios Financial ServicesNov 2020 to Oct 2024
- Lincoln InvestmentAug 2010 to Nov 2020
- Pmg Securities CorpNov 1999 to Nov 2020
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Vanderbilt Advisory Services
Legal name: Pfg Investments, LLC
$2.1BAssets managed
6,470Clients
162Advisers
13 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
- 4068366
- Firm CRD
- 116537