Fredric Levinson, financial advisor Washington DC
90 score

Fredric Levinson

CRD Number: 6138333
Current Firm: Meadowlark Wealth LLC

Fredric Levinson (CRD# 6138333) is an Investment Advisor Representative working at Meadowlark Wealth LLC in Washington, DC and has over 4 years of experience in the finance industry.

Similar Advisors
Jim David, financial advisor Washington DC
Jim David
CRD# 4092356
David Wealth Management, LLC
Similar Advisors
Michael Treanor, financial advisor Washington DC
Michael A. Treanor
CRD# 5446267
Aegis Wealth Management LLC
Similar Advisors
John Hensley, financial advisor Washington DC
John K. Hensley
CRD# 1316159
Palatine Advisors, Inc.
Company Name Location Dates Years
Cnbc Englewood Cliffs, NJ Feb 2016 - Current < 1
Meadowlark Wealth LLC Washington, DC Apr 2015 - Current 1
Aarp Washington, DC Sep 2013 - Apr 2015 1
Bloomberg News Washington, DC Jan 2008 - Aug 2013 5
Abc News New York, NY Nov 2007 - Jan 2008 < 1
Travelzoo New York, NY Sep 2006 - Sep 2007 1
Wall Street Journal New York, NY Feb 2000 - Aug 2006 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2011
Contact Info for Fredric R. Levinson
Phone Number: 609-933-5665
Registered State(s):
  • DC
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
Advisory Services Offered
  • Financial planning services
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple 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.