Reuben D. Levinsohn
Professional summary
Reuben David Levinsohn is a registered financial advisor currently at WASHINGTON AVENUE ADVISORS located in Lansing, Michigan.
Reuben is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Reuben has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Reuben David Levinsohn's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 20, 2020 - Present
WASHINGTON AVENUE ADVISORS
Office #1: 1146 South Washington Avenue, Lansing, MI 48910January 31, 2013 - May 7, 2020
PRINCIPAL SECURITIES, INC.
January 28, 2013 - May 7, 2020
PRINCIPAL SECURITIES, INC.
February 19, 2010 - February 14, 2013
SECURIAN FINANCIAL SERVICES, INC.
September 14, 2005 - February 14, 2013
SECURIAN FINANCIAL SERVICES, INC.
Primary Firm SEC Registration
WASHINGTON AVENUE ADVISORS
CRD#: 307002 / SEC#: 801-118372
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/22/2020)
(4/20/2020)
(4/20/2020)
(4/20/2020)
Exams
Current Firm
WASHINGTON AVENUE ADVISORS
CRD#: 307002 / SEC#: 801-118372
Contact information
SEC notice filing (16 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,348 |
| AUM (Assets Under Management) | $ 286,572,737 |
Red Flags
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Company Information
WASHINGTON AVENUE ADVISORS
CRD#: 307002Lansing, MI 48910TRUST BUT VERIFY
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