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LL

Lisa A. Levatino

CEA ATLANTIC ADVISORS
Tampa, FL 33602
Some features on this profile are disabled
CRD#: 5045569
LL

Professional summary

Lisa Anne Levatino is a registered financial professional currently at CEA ATLANTIC ADVISORS, LLC located in Tampa, Florida.

Lisa is registered as a RR (Registered Representative) and started their career in finance in 2007. Lisa has worked at 1 firm and has passed the Series 79TO, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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) - BD

Click below to view Lisa Anne Levatino's 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

July 12, 2007 - Present

CEA ATLANTIC ADVISORS, LLC

Office #1: 101 East Kennedy Boulevard; Suite 3300, Tampa, FL 33602
BD
CRD#: 127146
Tampa, FL

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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(7/12/2007)

Exams

General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/11/2007
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

CA
CEA ATLANTIC ADVISORS, LLC
CEA ATLANTIC ADVISORS, LLC | CEA MEDIA GROUP, LLC

CRD#: 127146 / SEC#: , 8-65962

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information

Main Address
101 East Kennedy Boulevard; Suite 3300, Tampa, FL 33602
Mailing Address
101 East Kennedy Boulevard; Suite 3300, Tampa, FL 33602
Phone number
(813) 226-8844
Established
Delaware since 09/03/2002
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (12 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
CEA GROUP, LLCMANAGING MEMBER
GORDON, BRAD ALEXANDERFINOP1194544
JUNG, MING GWONGDESIGNATED PRINCIPAL/CHIEF COMPLIANCE OFFICER2886486
MICHAELS, JOHN PATRICK JRCHAIRMAN/PRESIDENT1194614

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.

Company Information

CEA ATLANTIC ADVISORS, LLC

CRD#: 127146Tampa, FL 33602

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