Levi R. Schuck
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Levi Ray Schuck, who also goes by Levi Ray Schuck, Levi Schuck, Levi R Schuck, was a registered financial professional .
Levi is a previously registered financial professional and started their career in finance in 2013. Levi had worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
May 10, 2019 - November 11, 2024
VERITAS WEALTH ADVISORS
April 11, 2019 - July 26, 2021
LPL FINANCIAL LLC
February 27, 2013 - March 14, 2019
EDWARD JONES
February 8, 2013 - March 14, 2019
EDWARD JONES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
VERITAS WEALTH ADVISORS
CRD#: 149762 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 310 |
| AUM (Assets Under Management) | $ 73,832,575 |
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.
