Unclaimed Profile

Harry Levitt

WITHERSPOON ASSET MANAGEMENT LLC·PRINCETON, New Jersey

SIE, Series 7, Series 63, Series 65Clean record11 years registeredWITHERSPOON ASSET MANAGEMENT LLC

15 CHAMBERS STREET, PRINCETON, NJ 08542CRD# 1834408Firm CRD# 165737

Profile Verification

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

Identity

Harry Levitt · PRINCETON, NJ

Registration

CRD #1834408 · WITHERSPOON ASSET MANAGEMENT LLC · 11 years registered

Brand Profile

Not yet started

Career History

TLG ADVISORS, INC.

Jan 2019 – present

M HOLDINGS SECURITIES, INC.

Apr 2018 – Dec 2018

PACIFIC PALISADES, CA

WITHERSPOON ASSET MANAGEMENT LLC

Jun 2015 – Dec 2015

YORBA LINDA, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · June 29, 2015

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WITHERSPOON ASSET MANAGEMENT LLC

CRD 165737 · SEC 801-77245

AUM

$19M

Regulatory assets under management

Employees

1 client accounts

Services offered by WITHERSPOON ASSET MANAGEMENT LLC

Per Form ADV

Portfolio management (pooled investments)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Institutional Investors

View all advisors at WITHERSPOON ASSET MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Harry Levitt offer?

Harry Levitt specializes in Investment Management. Contact their office in PRINCETON, New Jersey for a consultation.

What are Harry Levitt's credentials?

Harry Levitt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Harry Levitt located?

Harry Levitt is based in PRINCETON, New Jersey, working with WITHERSPOON ASSET MANAGEMENT LLC. Their office serves clients in the PRINCETON metropolitan area and surrounding communities.

How does Harry Levitt charge for services?

Harry Levitt'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 WITHERSPOON ASSET MANAGEMENT LLC?

WITHERSPOON ASSET MANAGEMENT LLC has approximately 3 employees and manages $19M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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