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Deborah H. Levenson

Levenson Wealth LLC

Newtonville, MA

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Current Employers
Levenson Wealth Llc

Newtonville, MA • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2022-02-21
MA RA APPROVED 2017-07-06
  • LA RA
    APPROVED
    Since 2022-02-21
  • MA RA
    APPROVED
    Since 2017-07-06

Branch Locations

Newtonville, MA • 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
Braver Wealth Management Llc Needham MA 09/2004 02/2017
Levenson Wealth Llc Newtonville MA 06/2017 Present
Caregiving For Parents Newtonville MA 02/2017 06/2017
  • 09/2004 → 02/2017
    Braver Wealth Management Llc
    Needham, MA
  • 06/2017 → Present
    Levenson Wealth Llc
    Newtonville, MA
  • 02/2017 → 06/2017
    Caregiving For Parents
    Newtonville, MA
Previous Registrations
  • 2007-05-21 → 2017-02-02
    Braver Wealth Management, Llc
    Needham, MA
Designations
Other Names
  • Deborah Ann Hilibrand

View on SEC IAPD

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