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Brandon Joseph Levenson

Investment adviser representative at Suissa Private Wealth
12 yearsExperience
1 stateRegistered in
$0Firm 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 assets

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.

  1. Suissa Private Wealth, LLCAug 2026 to now
  2. RBC Capital Markets, LLCOct 2025 to Aug 2026
  3. Jones Lang LasalleJul 2021 to Oct 2025
  4. Farmland Partners IncDec 2020 to Jun 2021
  5. CbreJan 2020 to Nov 2020
  6. YelpAug 2018 to Feb 2020
  7. Penn State UniversityAug 2014 to Aug 2018

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 1 state (MD).

Suissa Private Wealth

Legal name: Suissa Private Wealth, LLC

$0Assets managed
0Clients
3Advisers
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
8175780
Firm CRD
342601
Advisor's SEC record (opens in a new tab)
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