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Michael Scott Levenberg

LLR WALNUT, L.P.·PHILADELPHIA, Pennsylvania
Clean recordLLR WALNUT, L.P.
2929 WALNUT STREET, PHILADELPHIA, PA 19104CRD# 5749372Firm CRD# 300267

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Scott Levenberg · PHILADELPHIA, PA
Registration
CRD #5749372 · LLR WALNUT, L.P.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Michael Scott Levenberg is a registered financial advisor based in PHILADELPHIA, Pennsylvania, affiliated with LLR WALNUT, L.P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
LLR WALNUT, L.P.
LLR WALNUT, L.P.
AUM
$4.4B
Regulatory assets under management
Employees
97
Total firm employees
View all advisors at LLR WALNUT, L.P. →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: VALUE CREATION FEES
Regulatory
SEC/IARD CRD# 5749372
Firm CRD# 300267
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael Scott Levenberg offer?
Michael Scott Levenberg specializes in Retirement Planning. Contact their office in PHILADELPHIA, Pennsylvania for a consultation.
What are Michael Scott Levenberg's credentials?
Michael Scott Levenberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Scott Levenberg located?
Michael Scott Levenberg is based in PHILADELPHIA, Pennsylvania, working with LLR WALNUT, L.P.. Their office serves clients in the PHILADELPHIA metropolitan area and surrounding communities.
How does Michael Scott Levenberg charge for services?
Michael Scott Levenberg's firm is compensated through percentage of aum, performance-based fees, other: value creation fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LLR WALNUT, L.P.?
LLR WALNUT, L.P. has approximately 97 employees and manages $4.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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David Andrew Stienes
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David Jason Reuter
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Scott Anthony Perricelli
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Research
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