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Velara Wealth Management Inc. CRD 342735
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
481 8Th Avenue Suite 1130, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-08-24 |
| CA | RA | APPROVED | 2026-08-21 |
| NJ | RA | APPROVED | 2026-08-21 |
| NY | RA | APPROVED | 2026-08-21 |
| TX | RA | APPROVED | 2026-08-21 |
Branch Locations
481 8Th Avenue Suite 1130, New York, NY 10001 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | New York | NY | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | New York | NY | 03/2020 | 08/2026 |
| Velara Wealth Management Inc | Bronx | NY | 08/2026 | Present |
Mr. Levine has a financial affiliated business as an independent insurance agent with. Approximately 10% of his time is spent on these activities
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-10-01 |
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