Lawrence Hugh Levin

Current Employers

Employment History

• 01/2015 → Present
  Bronsky & Company, Cpa'S
  Williamsville, NY
• 01/2017 → 10/2019
  1St Global Capital Corp.
  Buffalo, NY
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Williamsville, NY
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Amherst, NY
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 05/2017 → Present
  Bronsky Wealth Management, Llc
  Williamsville, NY
• 06/2017 → 09/2025
  Avantax Insurance Services, Llc.
  Williamsville, NY

Previous Registrations

• 2022-02-23 → 2025-09-05
  Avantax Advisory Services
  Amherst, NY

Other Businesses

1) BENNET ALUMNI ASSOCIATION INC. POSITION: Treasurer NATURE: High school alumni association-promote best interests of the school. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2006 ADDRESS: 2885 Main St. Room 105, Buffalo NY 14214, DESCRIPTION: Make deposits. Control of receipts maintained by others. Pay bills (all approved in advance by others). Maintain books and records, provide monthly detailed reports to board. 2) K.I.L. 2011 FAMILY TRUST POSITION: Trustee NATURE: Maintain books and records. Irrevocable life insurance trust. Prepare tax returns. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/13/2011 ADDRESS: 181 Presidents Walk, Williamsville NY 14221, DESCRIPTION: Maintain books and records. Prepare tax returns. Beneficiary payouts as required. 3) BRONSKY WEALTH MANAGEMENT LLC POSITION: Partner NATURE: Wealth Management Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 05/15/2017 ADDRESS: 6225 Sheridan Drive, Williamsville NY DESCRIPTION: Sales, Service, Administration 4) BRONSKY & COMPANY POSITION: Of Counsel NATURE: CPA Firm providing a full range of accounting services including tax return preparation, tax consulting and accounting and auditing. INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 01/01/2014 ADDRESS: 6225 Sheridan Drive, Suite 222, Williamsville NY 14221, DESCRIPTION: Tax & Business ConsultingEstate and Trust planningTax planning with clientsReview of tax returnsAssistance with the purchase and sale of businessesBusiness succession planning 5) FOUNDATION FOR JEWISH PHILANTHROPIES POSITION: Board of Directors Member NATURE: The Foundation for Jewish Philanthropies, Inc. is a 501(c)(3) public charity. It's mission is to raise funds and create legacies to support Jewish Buffalo, Western New York and any other areas where needed. Funds are disbursed thru a committee which reviews and approves requests and grants. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2025 ADDRESS: 2640 North Forest Rd, Suite 200, Getzville NY 14068, United States DESCRIPTION: I am serving on the Audit, Compliance, and HR Committee. The committees duties include oversight of the accounting department; review of internally generated financial statements; interviewing and hiring of independent outside accountants; review of financial statements issued by the outside accountants; review of recommendations of the outside accounting firm; recommendations to the full board for the acceptance of or disagreement with the outside accountants financial statements and recommendations and any other financial issues that may arise.

Exams

• S66 Uniform Combined State Law Examination
  2022-02-22
• S63 Uniform Securities Agent State Law Examination
  2004-01-08

Other Names

• Larry Levin
• Larry Levin