John N. Dunlevy
Professional summary
John Nevins Dunlevy, who also goes by John W Dunlevy, is a registered financial advisor currently at MONORAIL SECURITIES LLC located in Sarasota, Florida.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. John has worked at 5 firms and has passed the Series 63, Series 65, SIE, Series 16, Series 7, Series 3 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view John Nevins Dunlevy's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 14, 2025 - Present
MONORAIL SECURITIES LLC
Office #1: 3322 Bee Ridge Rd Suite 200, Sarasota, FL 34239June 15, 2023 - October 1, 2024
ADVISORY SERVICES NETWORK
May 7, 2013 - August 12, 2022
FIFTH THIRD SECURITIES, INC.
March 7, 2008 - June 15, 2012
PINEBRIDGE SECURITIES LLC
March 23, 2004 - July 21, 2006
NOMURA SECURITIES INTERNATIONAL, INC.
Primary Firm SEC Registration
MONORAIL SECURITIES LLC
CRD#: 285309 / SEC#: 801-108517
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/14/2025)
Exams
Current Firm
MONORAIL SECURITIES LLC
CRD#: 285309 / SEC#: 801-108517
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,948 |
| AUM (Assets Under Management) | $ 294,977,939 |
Red Flags
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