AdvisorOS Directory
Claim Profile
Unclaimed Profile
BL

Bradley Andrew Levin

LEGACY WEALTH PARTNERS INC.·CALABASAS, California
Clean recordLEGACY WEALTH PARTNERS INC.
4500 PARK GRANADA, CALABASAS, CA 91302CRD# 2457718Firm CRD# 285031

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Bradley Andrew Levin · CALABASAS, CA
Registration
CRD #2457718 · LEGACY WEALTH PARTNERS INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Bradley Andrew Levin is a registered financial advisor based in CALABASAS, California, affiliated with LEGACY WEALTH PARTNERS INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Bradley

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Bradley is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
LEGACY WEALTH PARTNERS INC.
LEGACY WEALTH PARTNERS INC.
AUM
$228M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at LEGACY WEALTH PARTNERS INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2457718
Firm CRD# 285031
View on FINRA BrokerCheck →

Looking for a financial advisor in CALABASAS?

Browse all registered financial advisors in CALABASAS, California or claim this profile if it's yours.

Browse CALABASAS AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Bradley Andrew Levin offer?
Bradley Andrew Levin specializes in Financial Planning, Investment Management. Contact their office in CALABASAS, California for a consultation.
What are Bradley Andrew Levin's credentials?
Bradley Andrew Levin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bradley Andrew Levin located?
Bradley Andrew Levin is based in CALABASAS, California, working with LEGACY WEALTH PARTNERS INC.. Their office serves clients in the CALABASAS metropolitan area and surrounding communities.
How does Bradley Andrew Levin charge for services?
Bradley Andrew Levin's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LEGACY WEALTH PARTNERS INC.?
LEGACY WEALTH PARTNERS INC. has approximately 4 employees and manages $228M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

More Advisors in CALABASAS, California

Ian Craig Goldey
GOLDEY CAPITAL LLC·CALABASAS, CA
Luke William Crofts
LINDBROOK CAPITAL, LLC·CALABASAS, CA
Mark Allan Porath
HEARTHSTONE INC., A CALIFORNIA CORPORATION·CALABASAS, CA
Nathan Duda
MORTON CAPITAL MANAGEMENT·CALABASAS, CA
Bill Glinski
MORTON CAPITAL MANAGEMENT·CALABASAS, CA
Brian Patrick O'shaughnessy
RAMA CAPITAL PARTNERS, LLC·CALABASAS, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)NEWPORT BEACH (631)SANTA MONICA (478)IRVINE (455)SAN MATEO (339)LA JOLLA (257)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Request removal of this profile