Unclaimed Profile

Dori Samuel Levanoni

FIRST QUADRANT, LLC·PASADENA, California

FIRST QUADRANT, LLC

800 EAST COLORADO BLVD, PASADENA, CA 91101CRD# 2741857Firm CRD# 106698

Profile Verification

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

Identity

Dori Samuel Levanoni · PASADENA, CA

Registration

CRD #2741857 · FIRST QUADRANT, LLC

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

Dori Samuel Levanoni is a registered financial advisor based in PASADENA, California, affiliated with FIRST QUADRANT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

FIRST QUADRANT, LLC

AUM

$10.5B

Regulatory assets under management

Employees

Total firm employees

View all advisors at FIRST QUADRANT, LLC →

Services

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 2741857

Firm CRD# 106698

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Dori Samuel Levanoni offer?

Dori Samuel Levanoni specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in PASADENA, California for a consultation.

What are Dori Samuel Levanoni's credentials?

Dori Samuel Levanoni is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Dori Samuel Levanoni located?

Dori Samuel Levanoni is based in PASADENA, California, working with FIRST QUADRANT, LLC. Their office serves clients in the PASADENA metropolitan area and surrounding communities.

How does Dori Samuel Levanoni charge for services?

Dori Samuel Levanoni'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 FIRST QUADRANT, LLC?

FIRST QUADRANT, LLC has approximately 53 employees and manages $10.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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