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Thomas Malcolm Levinson

Park Piedmont Advisors LLC

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About Thomas Malcolm Levinson

Thomas Levinson is an Investment Advisor Representative at Park Piedmont Advisors LLC in Chicago, IL. Thomas has been registered with the SEC since 2014 and is also registered with the states of Illinois, New York, and Texas. He is a Series 65 licensed advisor and specializes in providing financial planning, portfolio management for individuals and pension consulting services. Thomas is also a member of Money & Meaning, LLC where he provides customized education, coaching, and facilitation to help high net worth families navigate complex life and family-owned business transitions.

Firm Information

Thomas 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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Thomas Levinson’s Registration & Firm History

IL

11/16/2022 - Present

Park Piedmont Advisors LLC (Chicago IL)

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Licenses & Designations

IA

Issued 12/16/2014

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas Malcolm Levinson.
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