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Bradley Andrew Levin

LEGACY WEALTH PARTNERS INC.·CALABASAS, California
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4500 PARK GRANADA, CALABASAS, CA 91302CRD# 2457718Firm CRD# 285031
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
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
No disclosures on file
View on FINRA BrokerCheck →

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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.
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Other advisors in CALABASAS
Mark Allan Porath — HEARTHSTONE INC., A CALIFORNIA CORPORATIONMorrie Wolbrum Reiff — PLANNED ASSET MANAGEMENT, LLCPaul Sueyuki Okawa — PLANNED ASSET MANAGEMENT, LLCSteven Ira Levin — AMERICAN FINANCIAL NETWORK ADVISORY SERVICES, LLCChristine Sontag — MORTON CAPITAL MANAGEMENT
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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