Unclaimed Profile

Mark Alexander Levenson

VALUE MONITORING, INC·MENLO PARK, California

SIE, Series 7, Series 63, Series 6511 years registeredVALUE MONITORING, INC

250 OAK GROVE AVENUE, MENLO PARK, CA 94025-2251CRD# 5154184Firm CRD# 106056

Profile Verification

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

Identity

Mark Alexander Levenson · MENLO PARK, CA

Registration

CRD #5154184 · VALUE MONITORING, INC · 11 years registered

Brand Profile

Not yet started

Career History

VALUE MONITORING, INC

Mar 2023 – present

VALUE MONITORING, INC

Dec 2015 – Feb 2023

MENLO PARK, CA

CHANGING PARAMETERS, LLC

Dec 2014 – May 2016

MENLO PARK, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · December 17, 2014

Years registered · 11

Disclosure History

2021Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

VALUE MONITORING, INC

CRD 106056 · SEC 801-106582

AUM

$97M

Regulatory assets under management

Employees

147 client accounts

Services offered by VALUE MONITORING, INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at VALUE MONITORING, INC →

Introduction

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Frequently Asked Questions

What services does Mark Alexander Levenson offer?

Mark Alexander Levenson specializes in Financial Planning, Investment Management, Retirement Planning, Fee-Only Advisory. Contact their office in MENLO PARK, California for a consultation.

What are Mark Alexander Levenson's credentials?

Mark Alexander Levenson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mark Alexander Levenson located?

Mark Alexander Levenson is based in MENLO PARK, California, working with VALUE MONITORING, INC. Their office serves clients in the MENLO PARK metropolitan area and surrounding communities.

How does Mark Alexander Levenson charge for services?

Mark Alexander Levenson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VALUE MONITORING, INC?

VALUE MONITORING, INC has approximately 8 employees and manages $97M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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