Brandon Levine
Investment adviser representative at Continuum Advisory, LLC
15 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$1.9BFirm 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
- Pension consulting
Experience
15 years in the industry.
- Continuum Advisory, LLCJun 2024 to now
- Hanover Financial GroupJun 2024 to now
- Trivium Point Advisory LLCDec 2023 to May 2024
- LPL Financial LLCJun 2023 to May 2024
- Wealth Management Associates, Inc.Jul 2021 to May 2023
- Triad Advisors, LLCJun 2020 to May 2023
- Syracuse UniversitySep 2019 to May 2020
- The Black DogJun 2019 to Aug 2019
- Syracuse UniversitySep 2018 to May 2019
- The Club At Spruce PeakMay 2018 to Aug 2018
- Full-time EducationFeb 2018 to Apr 2018
- Stowe Mountain ClubDec 2017 to Jan 2018
- Full-time EducationJun 2011 to Nov 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 3 states (MT, NY, VT).
Continuum Advisory, LLC
$1.9BAssets managed
3,461Clients
40Advisers
10 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
- 7266184
- Firm CRD
- 283155