Robert H. Levenson

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CRD#: 1052584

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Robert Howard Levenson was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1982. Robert had worked at 9 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

December 13, 2004 - May 18, 2016

CHANGING PARAMETERS, LLC

RIA

CRD#: 132551

MENLO PARK, CA

Past

September 16, 2004 - August 10, 2007

GUGGENHEIM DISTRIBUTORS, LLC

CRD#: 40805

MENLO PARK, CA

Past

January 5, 1999 - September 15, 2004

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

CRD#: 20804

SCOTTSDALE, AZ

Past

April 19, 1991 - March 26, 2013

VALUE MONITORING, INC

RIA

CRD#: 106056

MENLO PARK, CA

Past

November 19, 1989 - December 31, 1998

OSAIC WEALTH, INC.

CRD#: 23131

SCOTTSDALE, AZ

Past

July 14, 1988 - November 19, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

CRD#: 6403

Past

March 2, 1987 - March 25, 1988

FPI SECURITIES, INC.

CRD#: 10280

Past

November 24, 1986 - August 23, 1988

THE GREAT-WEST LIFE ASSURANCE COMPANY

CRD#: 5927

Past

July 15, 1982 - February 14, 1985

ANCHOR NATIONAL FINANCIAL SERVICES, INC.

CRD#: 5774

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CHANGING PARAMETERS, LLC

CRD#: 132551 / SEC#: 801-63495

RIA

Registered Investment Advisory firm - (9/10/2004 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 12/20/1988

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 6/19/1982

General Securities Representative Examination

Current Firm

CHANGING PARAMETERS, LLC

CRD#: 132551 / SEC#: 801-63495

RIA

Registered Investment Advisory firm - (9/10/2004 Approved)

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Contact information

Main Address

201 Main Street Suite 150, Los Altos, CA 94022

Mailing Address

171 Main Street Suite 260, Los Altos, CA 94022

Phone number

(650) 327-7705

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CHANGING PARAMETERS, LLC FORM ADV PART 2A - FIRM BROCHURE (JAN 2024) (1/21/2025)

Regulatory assets under management

Total Number of Accounts	255
AUM (Assets Under Management)	$ 102,336,811

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Robert H. Levenson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

GUGGENHEIM DISTRIBUTORS, LLC

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

VALUE MONITORING, INC

OSAIC WEALTH, INC.

INTEGRATED RESOURCES EQUITY CORPORATION

FPI SECURITIES, INC.

THE GREAT-WEST LIFE ASSURANCE COMPANY

ANCHOR NATIONAL FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

CHANGING PARAMETERS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 12/20/1988

Series 7

Date: 6/19/1982

Current Firm

CHANGING PARAMETERS, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CHANGING PARAMETERS, LLC

TRUST BUT VERIFY

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