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Nathan Levinson

Park Piedmont Advisors LLC

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About Nathan Levinson

Nathan Levinson is an investment advisor representative at Park Piedmont Advisors LLC. Nathan is a Certified Financial Planner and has been in the industry since September 2020. He is licensed to sell life, long-term care, disability, and health insurance in Ohio. Nathan previously worked at Quantum Insurance Services in Bryn Mawr, California and Park Piedmont Advisors in Minneapolis, Minnesota. Nathan is registered with the state of California and Ohio.

Firm Information

Nathan Levinson is currently registered with Park Piedmont Advisors LLC. Park Piedmont Advisors LLC is an investment advisory firm located in Chicago, Illinois. Founded in 2005, the firm provides portfolio management services for individuals, businesses, charitable organizations, pension plans, and other investment advisors. With over $861 million in regulatory assets under management, Park Piedmont is a leading provider of investment advice in the Midwest. The firm's team of experienced advisors provides personalized investment solutions tailored to meet the specific needs of its clients. Park Piedmont's investment philosophy is based on a long-term perspective and a focus on value investing. The firm utilizes a disciplined approach to portfolio construction and risk management.
Park Piedmont Advisors LLC

330 N WABASH AVE

CHICAGO, IL 60611

$861.97M

Assets Under Management

Not reported

Total Clients

7

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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percentage of assets

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

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Nathan Levinson’s Registration & Firm History

IL

05/22/2024 - Present

Park Piedmont Advisors LLC (CHICAGO IL)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nathan Levinson.
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