Unclaimed Profile

Jeffrey David Levin

PINENO LEVIN & FORD ASSET MANAGEMENT, INC.·RICHMOND, Virginia

Series 7, Series 16, Series 24, Series 27, Series 53, Series 63, Series 65Clean record29 years registeredPINENO LEVIN & FORD ASSET MANAGEMENT, INC.

7275 GLEN FOREST DRIVE, RICHMOND, VA 23226CRD# 1242982Firm CRD# 105914

Profile Verification

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

Identity

Jeffrey David Levin · RICHMOND, VA

Registration

CRD #1242982 · PINENO LEVIN & FORD ASSET MANAGEMENT, INC. · 29 years registered

Brand Profile

Not yet started

Career History

DAKOTA WEALTH, LLC

Feb 2022 – present

PINENO LEVIN & FORD ASSET MANAGEMENT, INC.

Nov 1996 – Feb 2022

RICHMOND, VA

Registrations & Exams

FINRA examinations passed

Series 7

Series 16

Series 24

Series 27

Series 53

Series 63

Series 65

Registration record

First registered · November 1, 1996

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PINENO LEVIN & FORD ASSET MANAGEMENT, INC.

CRD 105914 · SEC 801-47333

AUM

$371M

Regulatory assets under management

Employees

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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Frequently Asked Questions

What services does Jeffrey David Levin offer?

Jeffrey David Levin specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RICHMOND, Virginia for a consultation.

What are Jeffrey David Levin's credentials?

Jeffrey David Levin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey David Levin located?

Jeffrey David Levin 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 Jeffrey David Levin charge for services?

Jeffrey David Levin'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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