Levi Stewart Zurbrugg
Investment adviser representative at Saturna Capital Corporation
12 yearsExperience
2 statesRegistered in
CFADesignation
$10.5BFirm 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Saturna Capital CorporationJun 2019 to now
- Saturna Brokerage ServicesJun 2019 to now
- Dana Investment AdvisorsJun 2018 to Aug 2018
- University of WashingtonSep 2017 to Jun 2019
- UnemployedJun 2017 to Sep 2017
- Sustainability Accounting Standards BoardJun 2014 to Jun 2017
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (VA, WA).
Saturna Capital Corporation
$10.5BAssets managed
104Clients
34Advisers
36 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
- 7128296
- Firm CRD
- 25586