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Deborah H. Levenson

Principal And Chief Compliance OfficerLevenson Wealth LLCCRD 5293654

About Deborah H. Levenson

Deborah H. Levenson is listed as Principal And Chief Compliance Officer at Levenson Wealth LLC. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Levenson Wealth LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Deborah H. Levenson work?

Deborah H. Levenson is listed as Principal And Chief Compliance Officer at Levenson Wealth LLC on SEC Form ADV.

How much of Levenson Wealth LLC does Deborah H. Levenson own?

Form ADV reports a beneficial ownership band of Over 75%.

Levenson Wealth LLC

TitlePrincipal And Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2017