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Nicholas Louis Levinson

Park Piedmont Advisors LLC

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About Nicholas Louis Levinson

Nicholas Levinson is an Investment Advisor Representative with Park Piedmont Advisors LLC and has been with the firm since October 2003. Nicholas has been a Registered Investment Advisor since December 2003, with a current registration in California and Texas. Nicholas has a Series 7 and Series 65 license and is a Certified Financial Planner. Nicholas has experience working in the financial services industry since November 1999. Nicholas provides portfolio management for individuals and pension consulting services.

Firm Information

Nicholas 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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Nicholas Levinson’s Registration & Firm History

CA

11/15/2022 - Present

Park Piedmont Advisors LLC (Oakland CA)

CA

01/07/2004 - 12/31/2007

LASALLE ST SECURITIES, L.L.C. (PIEDMONT CA)

NY

01/29/2001 - 04/16/2004

BALIS LEWITTES & COLEMAN, INC. (NEW YORK NY)

TX

11/10/1999 - 02/20/2001

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

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Licenses & Designations

IA

Issued 05/30/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/15/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/12/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nicholas Louis Levinson.
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