Nathan Levinson (CRD# 7804648) is an Investment Advisor Representative working at Park Piedmont Advisors LLC in Bryn Mawr, CA and has 1 year of experience in the finance industry. Nathan Levinson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1622075
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5480138
Safeguard Investment Advisory Group, LLC
CRD# 1527744
Transamerica Financial Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Park Piedmont Advisors LLC | Bryn Mawr, CA | Sep 2022 - Current | 1 |
| Quantum Insurance Services | Bryn Mawr, CA | Sep 2020 - Jul 2022 | 1 |
| Park Piedmont Advisors | Minneapolis, MN | May 2020 - Sep 2020 | < 1 |
| Macalester College | Saint Paul, MN | Aug 2016 - May 2020 | 3 |
| Metropolitan Council Of The Twin Cities | Saint Paul, MN | May 2019 - Dec 2019 | < 1 |
| Americorps Vista | Saint Paul, MN | Jun 2018 - Aug 2018 | < 1 |
| San Rafael Pacifics | San Rafael, CA | May 2017 - Aug 2017 | < 1 |
| Piedmont High School | Piedmont, CA | Aug 2012 - Jun 2016 | 3 |
- CA
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Total Assets Under Management862MILLIONS
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Total Number of Accounts1,498ACCOUNTS
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Average Account Value$575,413
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, CT, DC, FL, IL, MA, MD, ME, NH, NJ, NY, TX, VT
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