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Matthew Todd Levinson

ALTERNATIVE CAPITAL ADVISERS, LLC·NEW YORK, New York
Clean recordALTERNATIVE CAPITAL ADVISERS, LLC
452 5TH AVE, NEW YORK, NY 10018CRD# 2972310Firm CRD# 168745

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Todd Levinson · NEW YORK, NY
Registration
CRD #2972310 · ALTERNATIVE CAPITAL ADVISERS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Matthew Todd Levinson is a registered financial advisor based in NEW YORK, New York, affiliated with ALTERNATIVE CAPITAL ADVISERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
ALTERNATIVE CAPITAL ADVISERS, LLC
ALTERNATIVE CAPITAL ADVISERS, LLC
AUM
$164M
Regulatory assets under management
Employees
3
Total firm employees
Services
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2972310
Firm CRD# 168745
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Matthew Todd Levinson offer?
Matthew Todd Levinson specializes in Retirement Planning, Wealth Management. Contact their office in NEW YORK, New York for a consultation.
What are Matthew Todd Levinson's credentials?
Matthew Todd Levinson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Todd Levinson located?
Matthew Todd Levinson is based in NEW YORK, New York, working with ALTERNATIVE CAPITAL ADVISERS, LLC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does Matthew Todd Levinson charge for services?
Matthew Todd Levinson's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALTERNATIVE CAPITAL ADVISERS, LLC?
ALTERNATIVE CAPITAL ADVISERS, LLC has approximately 3 employees and manages $164M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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