Edward Levene (CRD# 6628266) is an Investment Advisor Representative working at Ta Capital Management, LLC in Turnersville, NJ and has over 7 years of experience in the finance industry.
CRD# 6436358
Planning Capital Management Corp.
CRD# 6279325
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6691058
Vanguard Advisers, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Clean Peak Energy Group, LLC | Stamford, CT | Jan 2021 - Current | 3 |
| Levco Power, LLC | Stamford, CT | Jan 2021 - Current | 3 |
| Levco Tech, Inc. | Stamford, CT | Jul 2007 - Dec 2020 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2016 |
- NJ
-
Total Assets Under Management303MILLIONS
-
Total Number of Accounts261ACCOUNTS
-
Average Account Value$1,159,363
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA, NJ, NY, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.