Theodore D. Levin

GRANT KOEHLER & LEVIN LTD.

Bradenton, FL

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CRD#: 4580893

Professional summary

Theodore David Levin is a registered financial advisor currently at GRANT KOEHLER & LEVIN LTD. located in Bradenton, Florida.

Theodore is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Theodore has worked at 3 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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) - RIA

Click below to view Theodore David Levin's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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

Current

October 24, 2003 - Present

GRANT KOEHLER & LEVIN LTD.

RIA

CRD#: 125531

Bradenton, FL

Past

May 6, 2003 - September 17, 2014

POLAR INVESTMENT COUNSEL, INC.

CRD#: 42847

MEQUON, WI

Past

October 6, 2002 - May 29, 2003

INVESTMENT DESIGNERS, INC.

CRD#: 19527

BROOKFIELD, WI

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".

GRANT KOEHLER & LEVIN LTD.

CRD#: 125531 / SEC#: 801-61856

RIA

Registered Investment Advisory firm - (3/18/2003 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(12/3/2021)

IAR

Washington
(10/24/2003)

IAR

Wisconsin
(12/13/2012)

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

IAR

Series 65

Date: 4/24/2003

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/11/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/4/2002

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/4/2004

General Securities Principal Examination

Current Firm

GRANT KOEHLER & LEVIN LTD.

CRD#: 125531 / SEC#: 801-61856

RIA

Registered Investment Advisory firm - (3/18/2003 Approved)

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Contact information

Main Address

Mequon, WI

Mailing Address

Phone number

(262) 242-3770

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GKL FORM ADV PART 2A MARCH 2025 (3/26/2025)

Regulatory assets under management

Total Number of Accounts	204
AUM (Assets Under Management)	$ 258,286,888

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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Advisor Monitoring

Firm Stability Insights

Theodore D. Levin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Theodore David Levin's CRS (Customer Relationship Summary).

Certified licenses

Experience

POLAR INVESTMENT COUNSEL, INC.

INVESTMENT DESIGNERS, INC.

Primary Firm SEC Registration

GRANT KOEHLER & LEVIN LTD.

State Registrations and Notice Filings

Exams

Series 65

Date: 4/24/2003

Series 63

Date: 10/11/2002

Series 7

Date: 10/4/2002

Series 24

Date: 12/4/2004

Current Firm

GRANT KOEHLER & LEVIN LTD.

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GRANT KOEHLER & LEVIN LTD.

TRUST BUT VERIFY

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