Terry M Levenberg

Employer firm

Prime Capital Financial CRD 288712

$39.1B regulatory AUM 1,816 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 11/2014 → 09/2021
  Charles Schwab & Co, Inc.
  Reno, NV
• 01/2015 → 09/2021
  Charles Schwab Bank
  Reno, NV
• 11/2021 → 06/2022
  Enso Wealth Management, Llc
  Petaluma, CA
• 06/2022 → 07/2022
  Apw Inc
  Rockaway, NJ
• 07/2022 → Present
  Apw Inc
  Rockaway, NJ
• 01/2023 → Present
  Double Diamond Investment Group, Llc
  Reno, NV

Previous Registrations

• 2023-06-12 → 2025-01-23
  Double Diamond Investment Group, Llc
  Delray Beach, FL
  Reno, NV
• 2022-03-03 → 2022-10-26
  Enso Wealth Management, Llc
  Reno, NV
  Petaluma, CA
• 2014-12-09 → 2021-09-15
  Charles Schwab & Co., Inc.
  Reno, NV
• 2013-06-21 → 2014-06-26
  Truist Investment Services, Inc.
  Silver Spring, MD

Exams

• S66 Uniform Combined State Law Examination
  2012-08-02

Designations

• Certified Financial Planner

Other Names

• Terry M Levenberg
• Terry Matthew Levenberg
• Terry N/A Levenberg