Unclaimed Profile

John Bruce Levis

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

Series 6, Series 63Clean record20 years registeredMB, LEVIS & ASSOCIATES,LLC

4647 SAUCON CREEK ROAD, CENTER VALLEY, PA 18034CRD# 2326190Firm CRD# 164197

Profile Verification

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

Identity

John Bruce Levis · CENTER VALLEY, PA

Registration

CRD #2326190 · MB, LEVIS & ASSOCIATES,LLC · 20 years registered

Brand Profile

Not yet started

Career History

MB, LEVIS & ASSOCIATES,LLC

Jul 2012 – present

MCQUEEN BALL & ASSOCIATES INC

Jun 2006 – Mar 2013

BETHLEHEM, PA

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Registration record

First registered · June 9, 2006

Years registered · 20

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 John Bruce Levis offer?

John Bruce Levis specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CENTER VALLEY, Pennsylvania for a consultation.

What are John Bruce Levis's credentials?

John Bruce Levis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Bruce Levis located?

John Bruce Levis 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 John Bruce Levis charge for services?

John Bruce Levis'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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