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Heather Levar

ROXBURY FINANCIAL LLC·MOUNT ARLINGTON, New Jersey
SIE, Series 7, Series 63, Series 66CFPClean record10 years registeredROXBURY FINANCIAL LLC
200 VALLEY ROAD, MOUNT ARLINGTON, NJ 07856CRD# 4680682Firm CRD# 330547

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Heather Levar · MOUNT ARLINGTON, NJ
Registration
CRD #4680682 · ROXBURY FINANCIAL LLC · 10 years registered
Brand Profile
Not yet started
01

Career History

ROXBURY FINANCIAL
Jun 2024 – present
ADVISORY SERVICES NETWORK
Nov 2021 – Jun 2024
Mount Arlington, NJ
EDWARD JONES
Jan 2016 – Nov 2021
MOUNTAIN LAKES, NJ
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 66
Registration record
First registered · January 21, 2016
Years registered · 10
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ROXBURY FINANCIAL LLC
CRD 330547 · SEC 801-130093
AUM
$129M
Regulatory assets under management
Employees
2
531 client accounts
Services offered by ROXBURY FINANCIAL LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ROXBURY FINANCIAL LLC →
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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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
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 at ROXBURY FINANCIAL LLC

Jonathan Michael Levar
MOUNT ARLINGTON, NJ
CFP

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