Eric M. Levengood
Professional summary
Eric Michael Levengood is a registered financial professional currently at CONSELLO FINANCIAL LLC located in New York, New York.
Eric is registered as a RR (Registered Representative) and started their career in finance in 1997. Eric has worked at 4 firms and has passed the Series 63, Series 79TO, SIE, Series 7, Series 10 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Eric Michael Levengood's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 7, 2024 - Present
CONSELLO FINANCIAL LLC
Office #1: 590 Madison Avenue 26th Floor, New York, NY 10022Office #2: 590 Madison Avenue 26th Floor, New York, NY 10022December 20, 2022 - February 12, 2024
PICKWICK CAPITAL PARTNERS, LLC
November 28, 1997 - April 22, 2022
CITIGROUP GLOBAL MARKETS INC.
October 6, 1997 - September 1, 1998
SALOMON BROTHERS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(2/12/2024)
Exams
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationFINRA
Current Firm
CONSELLO FINANCIAL LLC
CRD#: 326524 / SEC#: , 8-71101
Contact information
FINRA licenses (1 States and Territories)
Documents
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.
