Nathan
Levinson

Park Piedmont Advisors LLC

CRD#7804648
Investment Advisor
in Chicago, IL

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About this Advisor

Nathan Levinson is a financial advisor based in Chicago, Illinois, working with Park Piedmont Advisors LLC. Nathan has previously held positions at Park Piedmont Advisors LLC, Quantum Insurance Services, Park Piedmont Advisors, Metropolitan Council Of The Twin Cities, Americorps Vista, San Rafael Pacifics, Macalester College, and Piedmont High School. Nathan is registered to provide services in California and Ohio. Currently, Nathan is part of Park Piedmont Advisors LLC, which operates out of Chicago, Illinois. The firm has 6 offices and 13 employees. The firm manages assets totaling $862.0 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Park Piedmont Advisors LLC includes asset-based fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets

Office Location

330 N Wabash Ave 23Rd Floor
Chicago, IL 60611

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Park Piedmont Advisors LLC Brokerage Details

Total Assets Under Management

$861,968,712

IL Average: $6,674,516,078
Total Number of Employees

13

IL Average: 44
Total Number of Accounts

1,498

IL Average: 2,564
Average Account Size

$575,413

IL Average: $2,603,165

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Nathan Levinson Work History

2022 - Present (2 years)

Park Piedmont Advisors LLC

2020 - 2022 (2 years)

Quantum Insurance Services

2020 - 2020 (< 1 year)

Park Piedmont Advisors

2019 - 2019 (< 1 year)

Metropolitan Council Of The Twin Cities

2018 - 2018 (< 1 year)

Americorps Vista

2017 - 2017 (< 1 year)

San Rafael Pacifics

2016 - 2020 (4 years)

Macalester College

2012 - 2016 (4 years)

Piedmont High School

Disclosures

Please visit the SEC profile of Nathan 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 Piedmont Advisors LLC

Samantha Ngooi
Chicago, IL
Nathan Levinson
Chicago, IL
Thomas Levinson
Chicago, IL
Nicholas Levinson
Oakland, CA
George Gotthold
Waretown, NJ
Richard Backer
Chicago, IL
Stuart Greenberg
Springfield, NJ

The content in this profile was updated by SmartAsset on 6/19/2024. 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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