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Anthony Llwyd Camlin

LEVEL MARKETS
Boston, MA
·CRD# 4719619·25 years experience

Professional Summary

Anthony Llwyd Camlin, who also goes by Anthony Lewyd Camlin, is a registered financial advisor currently at LEVEL MARKETS, LLC located in Boston, Massachusetts. Anthony is registered as a RR (Registered Representative) and started their career in finance in 2003. Anthony has worked at 4 firms and has passed the Series 63, Series 57TO, SIE, Series 55, Series 7 and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Anthony Lewyd Camlin

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

25 years in the financial services industry

Current & Past Employments

LEVEL MARKETS, LLC·CRD# 171752
BD
10 Post Office Square 14th Floor, Boston, MA 02109
October 12, 2015 - Present
CAPITAL GUARDIAN, LLC·CRD# 137919
BD
Boston, MA
April 19, 2013 - January 16, 2015
MOORS & CABOT, INC.·CRD# 594
BD
Boston, MA
January 29, 2004 - April 22, 2013
THE GRISWOLD COMPANY, INCORPORATED·CRD# 32944
BD
New York, NY
October 15, 2003 - December 12, 2003

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Current Firm

LM
LEVEL MARKETS, LLC

BEACON TRADING & ANALYTICS LLC | LUMINEX TRADING & ANALYTICS LLC | LEVEL MARKETS, LLC | KEZAR TRADING, LLC

CRD#: 171752 / SEC#: 8-69476
BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)

Contact Information

Main Address

10 Post Office Square 14th Floor, Boston, MA 02109

Mailing Address

10 Post Office Square 14th Floor, Boston, MA 02109

Phone Number

(617) 286-8080

Established

Delaware since 04/28/2014

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (15 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
LEVEL HOLDINGS, LLCOWNER—
DOLAN, JAMES CHRISTOPHERCHIEF COMPLIANCE OFFICER3219968
HAGEN, DAVID WALTERCHIEF PRODUCT OFFICER2101752
LINARES, JOHN FITZGERALDGENERAL COUNSEL, CORPORATE SECRETARY3104547
MIELE, STEPHEN RCHIEF EXECUTIVE OFFICER2645590
STUPAY, MICHAEL ELLIOTFINOP,PRINCIPAL OPERATIONS OFFICER, PRINCIPAL FINANCIAL OFFICER2287906

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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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
California
(10/12/2015)
RR
Colorado
(10/12/2015)
RR
Connecticut
(10/12/2015)
RR
Georgia
(10/12/2015)
RR
Illinois
(10/12/2015)
RR
Maryland
(10/12/2015)
RR
Massachusetts
(10/12/2015)
RR
New Jersey
(10/12/2015)
RR
New York
(10/12/2015)
RR
North Carolina
(10/12/2015)
RR
Ohio
(10/13/2015)
RR
Pennsylvania
(10/12/2015)
RR
Texas
(10/12/2015)
RR
Vermont
(10/12/2015)
RR
Virginia
(12/7/2015)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 2001About the Series 63 exam

Series 57TO — Securities Trader Exam

Passed Jan 2023About the Series 57TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 55 — Limited Representative-Equity Trader Exam

Passed Oct 2007

Series 7 — General Securities Representative Examination

Passed Apr 2003About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Apr 2024About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Anthony Llwyd Camlin's CRS (Customer Relationship Summary).

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