Howard
Levine
Continuum Advisory, LLC
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About this Advisor
Howard Levine is a financial advisor based in Stowe, Vermont, working with Continuum Advisory, LLC. Howard has previously held positions at Transamerica Financial Advisors, Inc, Triad Advisors, Inc, and Signator Investors, Inc. Howard has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Montana, New Hampshire, New York, Texas, and Vermont. Currently, Howard is part of Continuum Advisory, LLC, which operates out of Stowe, Vermont. The firm has 13 offices and 66 employees. The firm manages assets totaling $1.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Continuum Advisory, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Continuum Advisory, LLC Brokerage Details
$1,292,188,582
66
2,953
$437,585
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Howard Levine Work History
Triad Advisors, Inc
Signator Investors, Inc
Transamerica Financial Advisors, Inc
Disclosures
Please visit the SEC profile of Howard Levine 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 Continuum Advisory, LLC
Eagle, ID
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Annapolis, MD
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Hacienda Heights, CA
Tampa, FL
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Tampa, FL
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