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Lindsey C Levison

Fiduciary Consulting Group

Greenwood Village, CO

Greenwood Village, CO

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Current Employers
Fiduciary Consulting Group

5299 Dtc Blvd., Suite 1000, Greenwood Village, CO 80111 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2024-06-26
TX RA APPROVED 2024-06-26
  • CO RA
    APPROVED
    Since 2024-06-26
  • TX RA
    APPROVED
    Since 2024-06-26

Branch Locations

5299 Dtc Boulevard, Suite 1000, Greenwood Village, CO 80111 • United States

5299 Dtc Blvd., Suite 1000, Greenwood Village, CO 80111 • 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
Cook Street Consulting, Inc. Greenwood Village CO 01/2004 01/2023
Cook Street Consulting, Inc. Greenwood Village CO 01/2023 Present
Morgan Stanley Institutional Investment Advisors Llc Greenwood Village CO 06/2024 Present
  • 01/2004 → 01/2023
    Cook Street Consulting, Inc.
    Greenwood Village, CO
  • 01/2023 → Present
    Cook Street Consulting, Inc.
    Greenwood Village, CO
  • 06/2024 → Present
    Morgan Stanley Institutional Investment Advisors Llc
    Greenwood Village, CO
Previous Registrations
  • 2022-02-16 → 2024-07-16
    Cook Street Consulting, Inc.
    Greenwood Village, CO
Designations
Other Names
  • Lindsey Christine Stieneker
  • Lindsey C. Levison

View on SEC IAPD

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MARSHALL INVESTMENT MANAGEMENT, LLC · GREENWOOD VILLAGE, CO
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RBC CAPITAL MARKETS, LLC · GREENWOOD VILLAGE, CO
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