Be advised. This advisor is no longer registered as an Independent Advisor Representative. They may still be registered as a broker.
Robert Levenson, financial advisor Menlo Park CA
93 score

Robert Levenson

CRD Number: 1052584
Current Firm: Changing Parameters, LLC

Robert Levenson (CRD# 1052584) is an Investment Advisor Representative working at Changing Parameters, LLC in Menlo Park, CA and has over 27 years of experience in the finance industry.

Similar Advisors
Karl Mills, financial advisor Menlo Park CA
Karl O. Mills
CRD# 2040384
Jurika, Mills & Keifer, LLC
Similar Advisors
Mark Vicencio, financial advisor Menlo Park CA
Mark T. Vicencio
CRD# 4105009
Lowery Thomas, LLC
Similar Advisors
William Martin, financial advisor Menlo Park CA
William H. Martin
CRD# 1568084
Altos Investments, Inc.
Company Name Location Dates Years
Changing Parameters Fund Menlo Park, CA Sep 2006 - Current 10
Rydex Distributors, Inc. Rockville, MD Sep 2004 - Current 12
Changing Parameters, LLC Menlo Park, CA Jul 2004 - Current 12
Performance Analysis Inc. Menlo Park, CA Feb 1994 - Current 22
Value Monitoring, Inc. Menlo Partk, CA Feb 1988 - Current 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1988
Contact Info for Robert H. Levenson
Phone Number: 650-327-7705
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from Robert Levenson and other advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.