Unclaimed Profile

Donald Joseph Sledz

MB, LEVIS & ASSOCIATES,LLC·CENTER VALLEY, Pennsylvania

Clean recordMB, LEVIS & ASSOCIATES,LLC

4647 SAUCON CREEK ROAD, CENTER VALLEY, PA 18034CRD# 3058322Firm CRD# 164197

Profile Verification

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

Identity

Donald Joseph Sledz · CENTER VALLEY, PA

Registration

CRD #3058322 · MB, LEVIS & ASSOCIATES,LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Donald Joseph Sledz is a registered financial advisor based in CENTER VALLEY, Pennsylvania, affiliated with MB, LEVIS & ASSOCIATES,LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

MB, LEVIS & ASSOCIATES,LLC

AUM

$350M

Regulatory assets under management

Employees

Total firm employees

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Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 3058322

Firm CRD# 164197

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Donald Joseph Sledz offer?

Donald Joseph Sledz specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CENTER VALLEY, Pennsylvania for a consultation.

What are Donald Joseph Sledz's credentials?

Donald Joseph Sledz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Donald Joseph Sledz located?

Donald Joseph Sledz is based in CENTER VALLEY, Pennsylvania, working with MB, LEVIS & ASSOCIATES,LLC. Their office serves clients in the CENTER VALLEY metropolitan area and surrounding communities.

How does Donald Joseph Sledz charge for services?

Donald Joseph Sledz'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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