Unclaimed Profile

Mitchell Lee Levin

SUMMIT WEALTH PARTNERS, LLC·ORLANDO, Florida

Series 7, Series 65, Series 66Clean record19 years registeredSUMMIT WEALTH PARTNERS, LLC

800 N. MAGNOLIA AVENUE, ORLANDO, FL 32803CRD# 5239712Firm CRD# 283648

Profile Verification

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

Identity

Mitchell Lee Levin · ORLANDO, FL

Registration

CRD #5239712 · SUMMIT WEALTH PARTNERS, LLC · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SUMMIT WEALTH PARTNERS, LLC

SUMMIT WEALTH PARTNERS, LLC

Jul 2016 – Jan 2020

ORLANDO, FL

SUMMIT WEALTH PARTNERS, LLC

Aug 2011 – Aug 2016

ORLANDO, FL

INVESTOR EXCEL

Jul 2009 – Dec 2019

ORLANDO, FL

CSSC INVESTMENT ADVISORY SERVICES, INC.

Feb 2007 – May 2009

WINTER PARK, FL

Registrations & Exams

FINRA examinations passed

Series 7

Series 65

Series 66

Registration record

First registered · February 2, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SUMMIT WEALTH PARTNERS, LLC

CRD 283648 · SEC 801-107751

AUM

$630M

Regulatory assets under management

Employees

2,167 client accounts

Services offered by SUMMIT WEALTH PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at SUMMIT WEALTH PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Mitchell Lee Levin offer?

Mitchell Lee Levin specializes in Financial Planning, Investment Management, Wealth Management.

What are Mitchell Lee Levin's credentials?

Mitchell Lee Levin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mitchell Lee Levin located?

Mitchell Lee Levin is based in ORLANDO, Florida, last registered with SUMMIT WEALTH PARTNERS, LLC.

How does Mitchell Lee Levin charge for services?

Mitchell Lee 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 SUMMIT WEALTH PARTNERS, LLC?

SUMMIT WEALTH PARTNERS, LLC has approximately 19 employees and manages $630M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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