Unclaimed Profile

Nikol Elaine Tennant

LEVITT CAPITAL MANAGEMENT LLC·BOCA RATON, Florida

Series 65Clean record25 years registeredLEVITT CAPITAL MANAGEMENT LLC

101 N. FEDERAL HIGHWAY, BOCA RATON, FL 33432CRD# 4659208Firm CRD# 111543

Profile Verification

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

Identity

Nikol Elaine Tennant · BOCA RATON, FL

Registration

CRD #4659208 · LEVITT CAPITAL MANAGEMENT LLC · 25 years registered

Brand Profile

Not yet started

Career History

FOCUS PARTNERS WEALTH, LLC

Jun 2019 – present

STEINBERG GLOBAL ASSET MANAGEMENT LTD

Jun 2016 – May 2019

Boca Raton, FL

LEVITT CAPITAL MANAGEMENT LLC

Mar 2001 – Feb 2007

BOCA RATON, FL

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · March 14, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LEVITT CAPITAL MANAGEMENT LLC

CRD 111543 · SEC 801-57324

AUM

$197M

Regulatory assets under management

Employees

124 client accounts

Services offered by LEVITT CAPITAL MANAGEMENT LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at LEVITT CAPITAL MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Nikol Elaine Tennant offer?

Nikol Elaine Tennant specializes in Investment Management, Retirement Planning. Contact their office in BOCA RATON, Florida for a consultation.

What are Nikol Elaine Tennant's credentials?

Nikol Elaine Tennant is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Nikol Elaine Tennant located?

Nikol Elaine Tennant is based in BOCA RATON, Florida, working with LEVITT CAPITAL MANAGEMENT LLC. Their office serves clients in the BOCA RATON metropolitan area and surrounding communities.

How does Nikol Elaine Tennant charge for services?

Nikol Elaine Tennant'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 LEVITT CAPITAL MANAGEMENT LLC?

LEVITT CAPITAL MANAGEMENT LLC has approximately 8 employees and manages $197M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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