Unclaimed Profile

David Sean Markle

MB, LEVIS & ASSOCIATES,LLC·BETHLEHEM, Pennsylvania

Series 7, Series 66Clean record4 years registeredMB, LEVIS & ASSOCIATES,LLC

561 MAIN STREET, BETHLEHEM, PA 18018CRD# 5025134Firm CRD# 164197

Profile Verification

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

Identity

David Sean Markle · BETHLEHEM, PA

Registration

CRD #5025134 · MB, LEVIS & ASSOCIATES,LLC · 4 years registered

Brand Profile

Not yet started

Career History

MARKLE WEALTH MANAGEMENT

Dec 2023 – present

WEALTH MANAGEMENT, INC.

Jul 2022 – Sep 2024

Danielsville, PA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · July 19, 2022

Years registered · 4

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MB, LEVIS & ASSOCIATES,LLC

CRD 164197 · SEC 801-76841

AUM

$350M

Regulatory assets under management

Employees

578 client accounts

Services offered by MB, LEVIS & ASSOCIATES,LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MB, LEVIS & ASSOCIATES,LLC →

Introduction

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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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