Unclaimed Profile

William Anthony Levant

ARLINGTON PARTNERS LLC·BIRMINGHAM, Alabama

Clean record18 years registeredARLINGTON PARTNERS LLC

THE JOHN HAND BUILDING, BIRMINGHAM, AL 35203CRD# 5502071Firm CRD# 109335

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Anthony Levant · BIRMINGHAM, AL

Registration

CRD #5502071 · ARLINGTON PARTNERS LLC · 18 years registered

Brand Profile

Not yet started

Career History

ARLINGTON PARTNERS LLC

Mar 2008 – present

Registrations & Exams

Registration record

First registered · March 17, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ARLINGTON PARTNERS LLC

CRD 109335 · SEC 801-57250

AUM

$1.3B

Regulatory assets under management

Employees

25 client accounts

Services offered by ARLINGTON PARTNERS LLC

Per Form ADV

Pension consulting

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at ARLINGTON PARTNERS LLC →

Introduction

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Frequently Asked Questions

What services does William Anthony Levant offer?

William Anthony Levant specializes in Retirement Planning. Contact their office in BIRMINGHAM, Alabama for a consultation.

What are William Anthony Levant's credentials?

William Anthony Levant is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Anthony Levant located?

William Anthony Levant is based in BIRMINGHAM, Alabama, working with ARLINGTON PARTNERS LLC. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.

How does William Anthony Levant charge for services?

William Anthony Levant's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ARLINGTON PARTNERS LLC?

ARLINGTON PARTNERS LLC has approximately 12 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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