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Francis Anthony Pineno

PINENO LEVIN & FORD ASSET MANAGEMENT, INC.·RICHMOND, Virginia
Series 00, Series 1, Series 24, Series 41, Series 63, Series 65Clean record29 years registeredPINENO LEVIN & FORD ASSET MANAGEMENT, INC.
7275 GLEN FOREST DRIVE, RICHMOND, VA 23226CRD# 363755Firm CRD# 105914

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Francis Anthony Pineno · RICHMOND, VA
Registration
CRD #363755 · PINENO LEVIN & FORD ASSET MANAGEMENT, INC. · 29 years registered
Brand Profile
Not yet started
01

Career History

DAKOTA WEALTH, LLC
Feb 2022 – present
PINENO LEVIN & FORD ASSET MANAGEMENT, INC.
Oct 1996 – Feb 2022
RICHMOND, VA
02

Registrations & Exams

FINRA examinations passed
Series 00
Series 1
Series 24
Series 41
Series 63
Series 65
Registration record
First registered · October 9, 1996
Years registered · 29
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PINENO LEVIN & FORD ASSET MANAGEMENT, INC.
CRD 105914 · SEC 801-47333
AUM
$371M
Regulatory assets under management
Employees
7
408 client accounts
Services offered by PINENO LEVIN & FORD ASSET MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PINENO LEVIN & FORD ASSET MANAGEMENT, INC. →
Introduction

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05

Frequently Asked Questions

What services does Francis Anthony Pineno offer?
Francis Anthony Pineno specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RICHMOND, Virginia for a consultation.
What are Francis Anthony Pineno's credentials?
Francis Anthony Pineno is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Francis Anthony Pineno located?
Francis Anthony Pineno is based in RICHMOND, Virginia, working with PINENO LEVIN & FORD ASSET MANAGEMENT, INC.. Their office serves clients in the RICHMOND metropolitan area and surrounding communities.
How does Francis Anthony Pineno charge for services?
Francis Anthony Pineno's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PINENO LEVIN & FORD ASSET MANAGEMENT, INC.?
PINENO LEVIN & FORD ASSET MANAGEMENT, INC. has approximately 7 employees and manages $371M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Jeffrey David Levin
RICHMOND, VA

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