Unclaimed Profile

Michael Thomas Clatterbuck

LEVY WEALTH MANAGEMENT GROUP, LLC·PHILADELPHIA, Pennsylvania

SIE, Series 6, Series 7, Series 63CFP ChFC11 years registeredLEVY WEALTH MANAGEMENT GROUP, LLC

1818 MARKET STREET, PHILADELPHIA, PA 19103CRD# 3109680Firm CRD# 305766

Profile Verification

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

Identity

Michael Thomas Clatterbuck · PHILADELPHIA, PA

Registration

CRD #3109680 · LEVY WEALTH MANAGEMENT GROUP, LLC · 11 years registered

Brand Profile

Not yet started

Career History

WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC

Oct 2024 – present

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Sep 2024 – present

LEVY WEALTH MANAGEMENT GROUP

Jan 2020 – Dec 2024

PHILADELPHIA, PA

LPL FINANCIAL LLC

Oct 2014 – Feb 2025

PHILADELPHIA, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Registration record

First registered · October 9, 2014

Years registered · 11

Professional designations · CFP, ChFC

Disclosure History

2006Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

LEVY WEALTH MANAGEMENT GROUP, LLC

CRD 305766 · SEC 801-117756

AUM

$943M

Regulatory assets under management

Employees

1,175 client accounts

Services offered by LEVY WEALTH MANAGEMENT GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LEVY WEALTH MANAGEMENT GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Michael Thomas Clatterbuck offer?

Michael Thomas Clatterbuck specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PHILADELPHIA, Pennsylvania for a consultation.

What are Michael Thomas Clatterbuck's credentials?

Michael Thomas Clatterbuck holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Michael Thomas Clatterbuck located?

Michael Thomas Clatterbuck is based in PHILADELPHIA, Pennsylvania, working with LEVY WEALTH MANAGEMENT GROUP, LLC. Their office serves clients in the PHILADELPHIA metropolitan area and surrounding communities.

How does Michael Thomas Clatterbuck charge for services?

Michael Thomas Clatterbuck's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LEVY WEALTH MANAGEMENT GROUP, LLC?

LEVY WEALTH MANAGEMENT GROUP, LLC has approximately 14 employees and manages $943M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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