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Robert Michael Starinsky

Level Wealth Management LLC

Greensboro, NC

CRD 6608163

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Employer firm

Level Wealth Management LLC CRD 301381

$237M regulatory AUM 7 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Level Wealth Management Llc

701 Green Valley Rd Suite 100, Greensboro, NC 27408 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-08-24
  • NC RA
    APPROVED
    Since 2026-08-24

Branch Locations

701 Green Valley Rd Suite 100, Greensboro, NC 27408 • 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
The Vanguard Group, Inc. Charlotte NC 06/2017 01/2018
Wittenberg University Springfield OH 08/2013 06/2017
East Of Chicago Brecksville OH 08/2011 01/2017
Vanguard Charlotte NC 01/2018 01/2021
Vanguard Charlotte NC 01/2021 09/2021
Vanguard Charlotte NC 09/2021 09/2024
Vanguard Charlotte NC 09/2024 08/2026
Level Wealth Management Greensboro NC 08/2026 Present
  • 06/2017 → 01/2018
    The Vanguard Group, Inc.
    Charlotte, NC
  • 08/2013 → 06/2017
    Wittenberg University
    Springfield, OH
  • 08/2011 → 01/2017
    East Of Chicago
    Brecksville, OH
  • 01/2018 → 01/2021
    Vanguard
    Charlotte, NC
  • 01/2021 → 09/2021
    Vanguard
    Charlotte , NC
  • 09/2021 → 09/2024
    Vanguard
    Charlotte , NC
  • 09/2024 → 08/2026
    Vanguard
    Charlotte, NC
  • 08/2026 → Present
    Level Wealth Management
    Greensboro, NC
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2017-09-06
  • S63 Uniform Securities Agent State Law Examination
    2017-09-06
Designations
  • Certified Financial Planner
Other Names
  • Robert Michael Starinsky
  • Robby Starinsky
  • Robert Starinsky

View on SEC IAPD

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