Deborah H. Levenson

LEVENSON WEALTH LLC

Newtonville, MA

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CRD#: 5293654

Professional summary

Deborah H. Levenson, CFP®, who also goes by Deborah Ann Hilibrand, is a registered financial advisor currently at LEVENSON WEALTH LLC located in Newtonville, Massachusetts.

Deborah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Deborah has worked at 2 firms .

Biography

Debbie has a Bachelor of Science (B.S.) in Economics with honors from the University of Pennsylvania and a Master’s in Business Administration (MBA) from Harvard University.

Financial planning and investing have been lifelong passions for Debbie. She has been quoted in the New York Times, the Wall Street Journal, Investment News and other local and national media. She has published articles in Financial Planning magazine, the AAII Journal (American Association of Individual Investors) and Women’s Business. She has been featured on multiple occasions as a Money Makeover expert in the Boston Sunday Globe.

Question & Answer

What are your service offerings?

Investment Planning

Employee and Employer Plan Ben...

Tax Planning

Insurance Planning

Comprehensive Financial Planni...

Retirement Planning

Estate Planning

Do you have an area of expertise or specialization?

Baby Boomers

Charitable Giving

Investment Advice with Ongoing...

Medical Professionals

Retirement Planning & Distribu...

Women's Financial Planning Iss...

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Deborah Ann Hilibrand

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 Deborah H. Levenson'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®

CFP^®

Certified Financial Planner

Start date: 2006

Experience

Current

July 6, 2017 - Present

LEVENSON WEALTH LLC

RIA

CRD#: 288726

Newtonville, MA

Past

May 21, 2007 - February 2, 2017

BRAVER WEALTH MANAGEMENT, LLC

RIA

CRD#: 104747

NEEDHAM, MA

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

Louisiana
(2/21/2022)

IAR

Massachusetts
(7/6/2017)

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

Current Firm

LEVENSON WEALTH LLC

CRD#: 288726 / SEC#:

Louisiana

Registered Investment Advisory firm - (2/21/2022 Approved)

Massachusetts

Registered Investment Advisory firm - (7/6/2017 Approved)

Texas

Registered Investment Advisory firm - (10/14/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Newtonville, MA

Mailing Address

Phone number

(617) 527-1623

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	122
AUM (Assets Under Management)	$ 95,318,534

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Deborah H. Levenson

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Deborah H. Levenson's CRS (Customer Relationship Summary).

Certified licenses

Experience

LEVENSON WEALTH LLC

BRAVER WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Current Firm

LEVENSON WEALTH LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LEVENSON WEALTH LLC

TRUST BUT VERIFY

Contact information

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