Charles
Levinson

Park Avenue Securities LLC

CRD#6635394
Investment Advisor
in Englewood, CO

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About this Advisor

Charles Levinson is a financial advisor based in Englewood, Colorado who has 4 years of relevant experience. Levinson is on the advisory team at Park Avenue Securities LLC. Over the course of their career, they have held roles at Denver Advertising, Urwa Consulting, Student, Levinson Eye Clinic, Walking Raven, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Guardian Life Insurance Co Of America and Park Avenue Securities, LLC. Levinson has Series 63 and Series 66 licenses, which qualify them as a securities representative, and is able to serve investors in California, Colorado, Florida, New Mexico, New York, Pennsylvania, Texas, Wisconsin and Wyoming. Park Avenue Securities LLC is a registered investment firm that has its headquarters in New York, NY. The firm has offices in 385 locations and a total of 1,825 employees. It manages $10 billion in assets between its 57,359 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 132 charitable organizations. Of its 57,359 client accounts, 19% belong to high-net-worth individuals who have more than $1 million in investable assets. The advisory firm provides a broad range of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial advisory fee schedules usually depend on which service is offered. Fees billed by Park Avenue Securities LLC can include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

6455 South Yosemite Street Suite 425
Englewood, CO 80111

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Park Avenue Securities LLC Brokerage Details

Total Assets Under Management

$9,912,742,257

CO Average: $7,464,549,021
Total Number of Employees

1,825

CO Average: 88
Total Number of Accounts

57,359

CO Average: 3,892
Average Account Size

$172,819

CO Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Charles Levinson Work History

Charles has been registered as a financial advisor for 4 years.*

2017 - Present (7 years)

Guardian Life Insurance Co Of America

2017 - Present (7 years)

Park Avenue Securities, LLC

2016 - 2016 (< 1 year)

Walking Raven

2016 - 2017 (1 year)

Northwestern Mutual Life Insurance Company

2016 - 2017 (1 year)

Northwestern Mutual Investment Services LLC

2015 - 2015 (< 1 year)

Denver Advertising

2015 - 2015 (< 1 year)

Urwa Consulting

2014 - 2014 (< 1 year)

Levinson Eye Clinic

2009 - 2016 (7 years)

Student

2005 - 2016 (11 years)

Student

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Charles Levinson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Park Avenue Securities LLC

Mark Loweree
Burbank, CA
Richard Paine
Needham Heights, MA
Sonia Cantrell
Bethlehem, PA
Bartosz Warzycha
Columbus, OH
Corwin Davidson
Liberty Hill, TX
William Roerden
Warwick, NY
George Papanicolaou
Port Chester, NY
Andrew Guyton
Portsmouth, NH

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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