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Heather Levar

ROXBURY FINANCIAL LLC·MOUNT ARLINGTON, New Jersey
Unclaimed Profile
200 VALLEY ROAD, MOUNT ARLINGTON, NJ 07856CRD# 4680682Firm CRD# 330547
01

About

Heather Levar is a registered financial advisor based in MOUNT ARLINGTON, New Jersey, affiliated with ROXBURY FINANCIAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ROXBURY FINANCIAL LLC
ROXBURY FINANCIAL
AUM
$129M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at ROXBURY FINANCIAL LLC →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4680682
Firm CRD# 330547
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Heather Levar offer?
Heather Levar specializes in Financial Planning, Investment Management. Contact their office in MOUNT ARLINGTON, New Jersey for a consultation.
What are Heather Levar's credentials?
Heather Levar is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Heather Levar located?
Heather Levar is based in MOUNT ARLINGTON, New Jersey, working with ROXBURY FINANCIAL LLC. Their office serves clients in the MOUNT ARLINGTON metropolitan area and surrounding communities.
How does Heather Levar charge for services?
Heather Levar's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ROXBURY FINANCIAL LLC?
ROXBURY FINANCIAL LLC has approximately 2 employees and manages $129M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MOUNT ARLINGTON
Jonathan Michael Levar — ROXBURY FINANCIAL LLC
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