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Brandon Levine

Continuum Advisory, LLC

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About Brandon Levine

Brandon Levine is a financial advisor with Continuum Advisory, LLC based in Eagle, ID. Brandon has experience in the financial services industry and specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations. Brandon has a strong track record of success in helping clients achieve their financial goals and is committed to providing personalized, high-quality service. Brandon holds the Series 7TO and SIE securities licenses, as well as the Series 66 Uniform Combined State Law Examination, and is a Certified Financial Planner.

Firm Information

Brandon Levine is currently registered with Continuum Advisory, LLC. Continuum Advisory, LLC is an investment advisory firm based in Eagle, ID. The firm manages approximately $1 billion to $10 billion in assets for a variety of clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations. They offer a wide range of services, including financial planning, portfolio management, and selection of other advisors. Continuum Advisory, LLC participates in wrap fee programs.
Continuum Advisory, LLC

873 E. STATE STREET

EAGLE, ID 83616

$1.29B

Assets Under Management

2,953

Total Clients

35

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brandon Levine’s Registration & Firm History

MT

06/17/2024 - Present

Continuum Advisory, LLC (Bozeman MT)

NY

06/14/2023 - 05/29/2024

LPL FINANCIAL LLC (WHITE PLANS NY)

ID

07/10/2021 - 06/01/2023

TRIAD ADVISORS LLC (Eagle ID)

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Licenses & Designations

BOTH

Issued 11/22/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/10/2021

Series 7TO - General Securities Representative Examination

BC

Issued 06/23/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brandon Levine.
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