Unclaimed Profile

Conrad Brian Levesque

LIVINGSTON GROUP ASSET MANAGEMENT COMPANY·CHATTANOOGA, Tennessee

SIE, Series 7, Series 66CFPClean record8 years registeredLIVINGSTON GROUP ASSET MANAGEMENT COMPANY

100 W. MLK BLVD. SUITE 300, CHATTANOOGA, TN 37402-2936CRD# 6802894Firm CRD# 113364

Profile Verification

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

Identity

Conrad Brian Levesque · CHATTANOOGA, TN

Registration

CRD #6802894 · LIVINGSTON GROUP ASSET MANAGEMENT COMPANY · 8 years registered

Brand Profile

Not yet started

Career History

SAVVY

May 2026 – present

PROSPERITY CAPITAL ADVISORS

Jan 2022 – Mar 2026

Marietta, GA

SOUTHPORT CAPITAL

May 2020 – Jan 2022

ATLANTA, GA

J. W. COLE ADVISORS, INC.

Oct 2017 – May 2020

MARIETTA, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · October 7, 2017

Years registered · 8

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LIVINGSTON GROUP ASSET MANAGEMENT COMPANY

CRD 113364 · SEC 801-60356

AUM

$730M

Regulatory assets under management

Employees

3,003 client accounts

Services offered by LIVINGSTON GROUP ASSET MANAGEMENT COMPANY

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at LIVINGSTON GROUP ASSET MANAGEMENT COMPANY →

Introduction

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Frequently Asked Questions

What services does Conrad Brian Levesque offer?

Conrad Brian Levesque specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHATTANOOGA, Tennessee for a consultation.

What are Conrad Brian Levesque's credentials?

Conrad Brian Levesque holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Conrad Brian Levesque located?

Conrad Brian Levesque is based in CHATTANOOGA, Tennessee, working with LIVINGSTON GROUP ASSET MANAGEMENT COMPANY. Their office serves clients in the CHATTANOOGA metropolitan area and surrounding communities.

How does Conrad Brian Levesque charge for services?

Conrad Brian Levesque'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 LIVINGSTON GROUP ASSET MANAGEMENT COMPANY?

LIVINGSTON GROUP ASSET MANAGEMENT COMPANY has approximately 19 employees and manages $730M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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