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Charles Alan Levin

Levin Financial Planning

Wayland, MA

CRD 4334514

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Employer firm

Levin Financial Planning CRD 133236

50 advisory clients

Reported services (Item 5G)

  • Financial planning

From the firm’s Form ADV. Read the guides:

Current Employers
Levin Financial Planning

Wayland, MA • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2005-06-22
  • MA RA
    APPROVED
    Since 2005-06-22

Branch Locations

13 Pelham Island Road, Wayland, MA 01778 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Levin Financial Planning Wayland MA 07/2004 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-09-14
  • S65 Uniform Investment Adviser Law Examination
    2004-09-14

View on SEC IAPD

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Nearby Investors

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Nearby Offices

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