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Scott Benjamin Levin

EFFICIENT CAPITAL MANAGEMENT LLC·WARRENVILLE, Illinois
Clean recordEFFICIENT CAPITAL MANAGEMENT LLC
4355 WEAVER PARKWAY, WARRENVILLE, IL 60555-4060CRD# 7526890Firm CRD# 287958

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Scott Benjamin Levin · WARRENVILLE, IL
Registration
CRD #7526890 · EFFICIENT CAPITAL MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Scott Benjamin Levin is a registered financial advisor based in WARRENVILLE, Illinois, affiliated with EFFICIENT CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
EFFICIENT CAPITAL MANAGEMENT LLC
EFFICIENT CAPITAL MANAGEMENT LLC
AUM
$1.0B
Regulatory assets under management
Employees
28
Total firm employees
View all advisors at EFFICIENT CAPITAL MANAGEMENT LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: ADVISORY FEES SHARED WITH CERTAIN ADVISORS.
Regulatory
SEC/IARD CRD# 7526890
Firm CRD# 287958
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Scott Benjamin Levin offer?
Scott Benjamin Levin specializes in Retirement Planning. Contact their office in WARRENVILLE, Illinois for a consultation.
What are Scott Benjamin Levin's credentials?
Scott Benjamin Levin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Scott Benjamin Levin located?
Scott Benjamin Levin is based in WARRENVILLE, Illinois, working with EFFICIENT CAPITAL MANAGEMENT LLC. Their office serves clients in the WARRENVILLE metropolitan area and surrounding communities.
How does Scott Benjamin Levin charge for services?
Scott Benjamin Levin's firm is compensated through percentage of aum, performance-based fees, other: advisory fees shared with certain advisors.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EFFICIENT CAPITAL MANAGEMENT LLC?
EFFICIENT CAPITAL MANAGEMENT LLC has approximately 28 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at EFFICIENT CAPITAL MANAGEMENT LLC

Marat Molyboga
WARRENVILLE, IL
Barton Joel Springer
WARRENVILLE, IL
Chad Richard Martinson
WARRENVILLE, IL
Curtis W Bradshaw
WARRENVILLE, IL
Donna Marie Allen
WARRENVILLE, IL
Ernest Lee Jaffarian
WARRENVILLE, IL

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Research
Advisor Fees in IllinoisNational Fee Analysis
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