Unclaimed Profile

Rodger Levenson

WSFS CAPITAL MANAGEMENT, LLC·PHILADELPHIA, Pennsylvania

Clean recordWSFS CAPITAL MANAGEMENT, LLC

1818 MARKET STREET, PHILADELPHIA, PA 19103CRD# 3010405Firm CRD# 285359

Profile Verification

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

Identity

Rodger Levenson · PHILADELPHIA, PA

Registration

CRD #3010405 · WSFS CAPITAL MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Rodger Levenson is a registered financial advisor based in PHILADELPHIA, Pennsylvania, affiliated with WSFS CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

BRYN MAWR CAPITAL MANAGEMENT, LLC

AUM

$3.0B

Regulatory assets under management

Employees

Total firm employees

View all advisors at BRYN MAWR CAPITAL MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 3010405

Firm CRD# 285359

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Rodger Levenson offer?

Rodger Levenson specializes in Financial Planning, Investment Management. Contact their office in PHILADELPHIA, Pennsylvania for a consultation.

What are Rodger Levenson's credentials?

Rodger Levenson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Rodger Levenson located?

Rodger Levenson is based in PHILADELPHIA, Pennsylvania, working with WSFS CAPITAL MANAGEMENT, LLC. Their office serves clients in the PHILADELPHIA metropolitan area and surrounding communities.

How does Rodger Levenson charge for services?

Rodger Levenson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WSFS CAPITAL MANAGEMENT, LLC?

WSFS CAPITAL MANAGEMENT, LLC has approximately 50 employees and manages $3.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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