Matthew Thomas Levene
Investment adviser representative at Capital Client Group, Inc.
13 yearsExperience
1 stateRegistered in
$0Firm assets
13 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.
Other
Experience
13 years in the industry.
- Capital Client Group, Inc.Apr 2022 to now
- Capital Group / Capital Client Group, Inc.Mar 2022 to now
- UnemployedDec 2021 to Mar 2022
- Tandem Wealth Advisors, LLCJun 2021 to Dec 2021
- Kensington Investment Distributors, LLC - AscendantNov 2020 to Jun 2021
- Open House Tx Realty Investments, LLCFeb 2020 to Nov 2020
- Savvi Properties LLCAug 2019 to Dec 2019
- Networth RealtyDec 2018 to Jul 2019
- Kenney IndustriesMay 2017 to Aug 2017
- University of OklahomaAug 2013 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (TX).
Capital Client Group, Inc.
$0Assets managed
0Clients
606Advisers
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
- 7316991
- Firm CRD
- 6247