Reuben David Levinsohn
Investment adviser representative at Washington Avenue Advisors
13 yearsExperience
4 statesRegistered in
$336.9MFirm assets
6 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Washington Avenue AdvisorsFeb 2016 to now
- Principal Life Ins CompanyJan 2013 to now
- Princor Financial Services CorporationJan 2013 to now
- The Centennial GroupFeb 2013 to Jan 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 4 states (FL, IN, MI, OH).
Washington Avenue Advisors
Legal name: Washington Avenue Advisors, LLC
$336.9MAssets managed
689Clients
8Advisers
6 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
- 5025764
- Firm CRD
- 307002