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Coleman Charles Levy

Thomas Doll

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About Coleman Charles Levy

Coleman Charles Levy is a financial advisor who currently works with Thomas Doll. Previously, Coleman was associated with JANUS HENDERSON DISTRIBUTORS US LLC in Denver, CO. Coleman is a registered Investment Advisor in the state of Colorado. Coleman has a Series 63, Series 65, and Series 6TO license and earned the SIE license.

Firm Information

Coleman Levy is currently registered with Thomas Doll. Thomas Doll is a Walnut Creek, CA-based registered investment advisor with $1.4 billion in assets under management. The firm provides financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. Thomas Doll primarily serves high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and charitable organizations.
Thomas Doll

165 LENNON LANE

WALNUT CREEK, CA 94598

$1.42B

Assets Under Management

60

Total Clients

11

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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Coleman Levy’s Registration & Firm History

CA

01/05/2025 - Present

Thomas Doll (WALNUT CREEK CA)

CO

11/14/2019 - 07/13/2022

JANUS HENDERSON DISTRIBUTORS US LLC (DENVER CO)

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Licenses & Designations

IA

Issued 12/16/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/10/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/14/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/11/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Coleman Charles Levy.
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