Matthew B. Levens
Professional summary
Matthew Brian Levens, who also goes by Matthew Brian Leven, is a registered financial advisor currently at RMR WEALTH BUILDERS, INC. located in Fairfield, Connecticut.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Matthew has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Brian Levens's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 7, 2021 - Present
RMR WEALTH BUILDERS, INC.
February 20, 2015 - June 4, 2021
CALTON & ASSOCIATES, INC.
February 20, 2015 - May 19, 2023
CALTON & ASSOCIATES, INC.
February 3, 2011 - February 23, 2015
FIRST MIDWEST SECURITIES, INC.
January 31, 2011 - February 23, 2015
FIRST MIDWEST SECURITIES, INC.
April 25, 2007 - February 9, 2011
CETERA WEALTH SERVICES, LLC
February 21, 2001 - May 29, 2007
EASTBROOK CAPITAL GROUP LLC
April 27, 2000 - January 23, 2001
TRADE.COM ONLINE SECURITIES, INC.
May 17, 1999 - June 5, 2000
EASTBROOK CAPITAL GROUP LLC
Primary Firm SEC Registration
RMR WEALTH BUILDERS, INC.
CRD#: 169005 / SEC#: 801-80404
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/7/2021)
(11/5/2024)
Exams
Current Firm
RMR WEALTH BUILDERS, INC.
CRD#: 169005 / SEC#: 801-80404
Contact information
SEC notice filing (41 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,428 |
| AUM (Assets Under Management) | $ 2,199,565,329 |
Red Flags
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