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Samuel Sheldon Levenson

Levenson Wealth LLC

Jerusalem

Newtonville, MA

CRD 8036963

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Employer firm

Levenson Wealth LLC CRD 288726

$111M regulatory AUM 15 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Levenson Wealth Llc

Newtonville, MA • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-01-31
  • MA RA
    APPROVED
    Since 2025-01-31

Branch Locations

Jerusalem • Israel

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
Bain & Company New York NY 07/2015 10/2020
Full Time Education - Yeshiva Jerusalem 10/2020 08/2024
Levenson Wealth Llc Newtonville MA 11/2020 07/2024
Levenson Wealth Llc Newtonville MA 08/2024 Present
  • 07/2015 → 10/2020
    Bain & Company
    New York, NY
  • 10/2020 → 08/2024
    Full Time Education - Yeshiva
    Jerusalem
  • 11/2020 → 07/2024
    Levenson Wealth Llc
    Newtonville, MA
  • 08/2024 → Present
    Levenson Wealth Llc
    Newtonville, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-27
  • S65 Uniform Investment Adviser Law Examination
    2024-08-27

View on SEC IAPD

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