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John Ben Levitt

CLEARBROOK DISCRETIONARY INVESTMENT SERVICES LLC·NEW YORK, New York
Unclaimed Profile
152 WEST 57TH STREET, NEW YORK, NY 10019CRD# 858591Firm CRD# 157531
01

About

John Ben Levitt is a registered financial advisor based in NEW YORK, New York, affiliated with CLEARBROOK DISCRETIONARY INVESTMENT SERVICES LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
CLEARSHARES LLC
CLEARSHARES LLC
AUM
$406M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at CLEARSHARES LLC →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 858591
Firm CRD# 157531
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Ben Levitt offer?
John Ben Levitt specializes in Investment Management, Fee-Only Advisory. Contact their office in NEW YORK, New York for a consultation.
What are John Ben Levitt's credentials?
John Ben Levitt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Ben Levitt located?
John Ben Levitt is based in NEW YORK, New York, working with CLEARBROOK DISCRETIONARY INVESTMENT SERVICES LLC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does John Ben Levitt charge for services?
John Ben Levitt's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CLEARBROOK DISCRETIONARY INVESTMENT SERVICES LLC?
CLEARBROOK DISCRETIONARY INVESTMENT SERVICES LLC has approximately 3 employees and manages $406M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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