Jeffrey A. Levitt
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.
Jeffrey Alan Levitt, who also goes by Jeff Levitt, was a registered financial professional .
Jeffrey is a previously registered financial professional and started their career in finance in 1995. Jeffrey had worked at 12 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 9, 2012 - December 31, 2020
G & C INVESTMENTS, LLC
November 17, 2011 - March 16, 2015
MASTERWORKS FISCAL ADVISORS LLC
December 9, 2009 - March 30, 2012
STONEBRIDGE CAPITAL MANAGEMENT, IV
December 9, 2009 - January 2, 2015
STONEBRIDGE CAPITAL MANAGEMENT II LLC
December 9, 2009 - January 13, 2021
STONEBRIDGE CAPITAL MANAGEMENT VI, L.L.C.
December 9, 2009 - November 7, 2023
STONEBRIDGE CAPITAL MANAGEMENT III LLC
December 4, 2007 - March 25, 2015
STONEBRIDGE CAPITAL MANAGEMENT IX, L.L.C.
October 4, 2007 - November 5, 2012
STONEBRIDGE CAPITAL MANAGEMENT VIII, LLC
August 7, 2003 - December 31, 2024
STONEBRIDGE CAPITAL MANAGEMENT
September 23, 1999 - December 31, 2023
CADARET, GRANT & CO., INC.
May 3, 1999 - November 2, 1999
PARK AVENUE SECURITIES LLC
July 31, 1996 - May 3, 1999
GUARDIAN INVESTOR SERVICES LLC
August 7, 1995 - December 31, 1996
CADARET, GRANT & CO., INC.
State Registrations and Notice Filings
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Exams
Current Firm
G & C INVESTMENTS, LLC
CRD#: 146793 / SEC#: 801-69250
Contact information
Red Flags
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