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Gregory Robert Levinson

SCHOONER INVESTMENT GROUP LLC·WAYNE, Pennsylvania
Unclaimed Profile
676 E. SWEDESFORD RD, WAYNE, PA 19087CRD# 2224846Firm CRD# 146551
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
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
No disclosures on file
View on FINRA BrokerCheck →

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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.
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Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)CONSHOHOCKEN (146)BERWYN (136)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideCONSHOHOCKEN GuideBERWYN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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