AdvisorOS Directory
Claim Profile
Unclaimed Profile
GL

Gregory Robert Levinson

SCHOONER INVESTMENT GROUP LLC·WAYNE, Pennsylvania
Clean recordSCHOONER INVESTMENT GROUP LLC
676 E. SWEDESFORD RD, WAYNE, PA 19087CRD# 2224846Firm CRD# 146551

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gregory Robert Levinson · WAYNE, PA
Registration
CRD #2224846 · SCHOONER INVESTMENT GROUP LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Gregory Robert Levinson is a registered financial advisor based in WAYNE, Pennsylvania, affiliated with SCHOONER INVESTMENT GROUP LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
Introduction

Speak with Gregory

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Gregory is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
SCHOONER INVESTMENT GROUP LLC
SCHOONER INVESTMENT GROUP LLC
AUM
$36M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at SCHOONER INVESTMENT GROUP LLC →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2224846
Firm CRD# 146551
View on FINRA BrokerCheck →

Looking for a financial advisor in WAYNE?

Browse all registered financial advisors in WAYNE, Pennsylvania or claim this profile if it's yours.

Browse WAYNE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Gregory Robert Levinson offer?
Gregory Robert Levinson specializes in Investment Management, Fee-Only Advisory. Contact their office in WAYNE, Pennsylvania for a consultation.
What are Gregory Robert Levinson's credentials?
Gregory Robert Levinson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory Robert Levinson located?
Gregory Robert Levinson is based in WAYNE, Pennsylvania, working with SCHOONER INVESTMENT GROUP LLC. Their office serves clients in the WAYNE metropolitan area and surrounding communities.
How does Gregory Robert Levinson charge for services?
Gregory Robert Levinson'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 SCHOONER INVESTMENT GROUP LLC?
SCHOONER INVESTMENT GROUP LLC has approximately 4 employees and manages $36M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at SCHOONER INVESTMENT GROUP LLC

Jeremy Thomas Mccann
WAYNE, PA
Pemra Hemseri Levinson
WAYNE, PA
Anthony Brian Fusco
WAYNE, PA

More Advisors in WAYNE, Pennsylvania

Douglas H Pyle
RADNOR CAPITAL MANAGEMENT, LLC·WAYNE, PA
Brendan Thomas Sochin Connor
HILLVIEW CAPITAL ADVISORS, LLC·WAYNE, PA
Christopher J. Davis
LMP MANAGEMENT GROUP, INC.·WAYNE, PA
James Francis Madden
HILLVIEW CAPITAL ADVISORS, LLC·WAYNE, PA
John Henry Reilly
INVERNESS GRAHAM INVESTMENTS, INC.·WAYNE, PA
Robert Scott Pulsifer
ALMANACK INVESTMENT PARTNERS, LLC·WAYNE, PA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)CONSHOHOCKEN (146)BERWYN (136)WEST CONSHOHOCKEN (127)MALVERN (124)HARRISBURG (82)LANCASTER (80)NEWTOWN (80)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideCONSHOHOCKEN GuideBERWYN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Request removal of this profile