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David Sean Markle

MB, LEVIS & ASSOCIATES,LLC·BETHLEHEM, Pennsylvania
Unclaimed Profile
561 MAIN STREET, BETHLEHEM, PA 18018CRD# 5025134Firm CRD# 164197
01

About

David Sean Markle is a registered financial advisor based in BETHLEHEM, Pennsylvania, affiliated with MB, LEVIS & ASSOCIATES,LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
MB, LEVIS & ASSOCIATES,LLC
MB, LEVIS & ASSOCIATES,LLC
AUM
$350M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at MB, LEVIS & ASSOCIATES,LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5025134
Firm CRD# 164197
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Sean Markle offer?
David Sean Markle specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BETHLEHEM, Pennsylvania for a consultation.
What are David Sean Markle's credentials?
David Sean Markle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Sean Markle located?
David Sean Markle is based in BETHLEHEM, Pennsylvania, working with MB, LEVIS & ASSOCIATES,LLC. Their office serves clients in the BETHLEHEM metropolitan area and surrounding communities.
How does David Sean Markle charge for services?
David Sean Markle'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 MB, LEVIS & ASSOCIATES,LLC?
MB, LEVIS & ASSOCIATES,LLC has approximately 4 employees and manages $350M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in BETHLEHEM
Robert Ernest Broatch — PARK AVENUE SECURITIES LLCThomas William Riley — PARK AVENUE SECURITIES LLCSalvatore C Troia — PARK AVENUE SECURITIES LLCJill Diane Cooley — PARK AVENUE SECURITIES LLCGerald Francis Foran — GFP INVESTMENT SERVICES, INC.
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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