Samuel Sheldon Levenson
Investment adviser representative at Levenson Wealth LLC
11 yearsExperience
1 stateRegistered in
$111MFirm assets
Under 1 yearFirm 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
Experience
11 years in the industry.
- Levenson Wealth LLCAug 2024 to now
- Levenson Wealth LLCNov 2020 to Jul 2024
- Full Time Education - YeshivaOct 2020 to Aug 2024
- Bain & CompanyJul 2015 to Oct 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (MA).
Levenson Wealth LLC
$111MAssets managed
27Clients
2Advisers
Under 1 yearIn 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
- 8036963
- Firm CRD
- 288726