Michael Alexander Levitsky

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2012 → 12/2016
  Morgan Stanley
  Bethesda, MD
• 01/2015 → 12/2016
  Morgan Stanley Private Bank, National Association
  New York, NY
• 12/2016 → Present
  Wells Fargo Advisors Financial Network, Llc
  Bethesda, MD

Previous Registrations

• 2013-05-24 → 2016-12-06
  Morgan Stanley
  Bethesda, MD

Other Businesses

RENTAL PROPERTY, INV RELATED, DEWEY BEACH, DE, 100% OWNERSHIP, START 1/1/2017, 1 HR PER MONTH, 0 HRS DURING TRADING, PROPERTY OWNER.| LEVITSKY72 LLC, INV RELATED, BETHESDA, MD, 100% OWNERSHIP, START 7/1/2020, ZERO HOURS PER MONTH, ZERO DURING TRADING, FINET PRACTICE EXPENSES AND INCOME. | LEVITSKY GP, LLC ;INV RELATED; WASHINGTON ,DC; MERCHANT PARTNERSHIP;90% OWNERSHIP; START DATE: 08/11/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING;| SEVENTY2 CAPITAL LEGACY PARTNERS, LLC ; INV RELATED; BETHESDA, MD; WEALTH MANAGEMENT/FINET PRACTICE;4% OWNERSHIP; START DATE: 02/06/2026; 20 HRS PER MONTH; 20 HRS DURING TRADING;| SEVENTY2 HOLDINGS, LLC - 75% OWNED BY SEVENTY2 CAPITAL LEGACY PARTNERS; INV RELATED; BETHESDA, MD; OPPORTUNITY FOR MERCHANT WEALTH PARTNERS TO HAVE OWNERSHIP IN SEVENTY2 CAPITAL WEALTH MANAGEMENT;75% OWNERSHIP; START DATE: 02/06/2026; 20 HRS PER MONTH; 20 HRS DURING TRADING;| 7200 TAX PARTNERS - 100% OWNED BY SEVENTY2 HOLDINGS LLC; INV RELATED; BETHESDA, MD; TO CREATE A TAX PREP COMPANY THAT WILL ASSIST IN SERVICING CLIENTS/PROSPECTS. THIS WAS PREVIOUSLY APPROVED BUT WE ARE CHANGING OWNERSHIP STRUCTURE.;100% OWNERSHIP; START DATE: 02/06/2026; 5 HRS PER MONTH; 5 HRS DURING TRADING;| THE CARLYLE CONDOMINIUM ASSOC, INC; NOT INV RELATED; WASHINGTON, DC; HOA; PRESIDENT; START DATE 11/01/2021; 1HOUR PER MONTH; 0 HOURS DURING TRADING; RAINBOW COVE CONDOMINIUM ASSOC; NOT INVE RELATED; DEWEY BEACH; DE; HOA; TREASURER; START DATE 01/01/2024; 1 HOUR PER MONTH; 0 HOURS DURING TRADING

Exams

• S66 Uniform Combined State Law Examination
  2013-05-22