Unclaimed Profile

Levi Y Nagel

GLEAN MANAGEMENT LP·WEST HOLLYWOOD, California

SIE, Series 3, Series 7, Series 31, Series 66Clean record23 years registeredGLEAN MANAGEMENT LP

8285 W SUNSET BLVD SUITE 7A, WEST HOLLYWOOD, CA 90046CRD# 4643129Firm CRD# 301898

Profile Verification

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

Identity

Levi Y Nagel · WEST HOLLYWOOD, CA

Registration

CRD #4643129 · GLEAN MANAGEMENT LP · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GLEAN MANAGEMENT LP

MORGAN STANLEY

Jun 2009 – Dec 2016

LOS ANGELES, CA

CITIGROUP GLOBAL MARKETS INC.

Apr 2008 – Jun 2009

LOS ANGELES, CA

UBS FINANCIAL SERVICES INC.

May 2003 – Apr 2008

LOS ANGELES, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 31

Series 66

Registration record

First registered · May 22, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GLEAN MANAGEMENT LP

CRD 301898 · SEC 802-129042

AUM

$293M

Regulatory assets under management

Services offered by GLEAN MANAGEMENT LP

Per Form ADV

Pension consulting

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at GLEAN MANAGEMENT LP →

Introduction

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Frequently Asked Questions

What services does Levi Y Nagel offer?

Levi Y Nagel specializes in Retirement Planning.

What are Levi Y Nagel's credentials?

Levi Y Nagel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Levi Y Nagel located?

Levi Y Nagel is based in WEST HOLLYWOOD, California, last registered with GLEAN MANAGEMENT LP.

How does Levi Y Nagel charge for services?

Levi Y Nagel'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 GLEAN MANAGEMENT LP?

GLEAN MANAGEMENT LP is a registered investment adviser with the SEC, managing $293M in regulatory assets under management. See their Form ADV for full details.

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