David H. Levenson
VALUE MONITORING,
Menlo Park, CA 94025-2251
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CRD#: 6329981
Professional summary
David Hendrik Levenson, CFP® is a registered financial advisor currently at VALUE MONITORING, INC located in Menlo Park, California.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. David has worked at 2 firms .
Question & Answer
Are you a "fiduciary"?
Yes
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.
CRS (Client Relationship Summary) - RIA
Click below to view David Hendrik 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®
Start date: 2013
Experience
Current
March 3, 2023 - Present
VALUE MONITORING, INC
Office #1: 250 Oak Grove Avenue Suite A, Menlo Park, CA 94025-2251RIA
CRD#: 106056
Menlo Park, CA
Past
December 23, 2015 - February 9, 2023
VALUE MONITORING, INC
RIA
CRD#: 106056
MENLO PARK, CA
Past
May 19, 2014 - May 18, 2016
CHANGING PARAMETERS, LLC
RIA
CRD#: 132551
MENLO PARK, CA
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
California(3/30/2023)
IAR
Texas(3/3/2023)
Exams
Current Firm
VM
VALUE MONITORING, INC
VALUE MONITORING, INC
CRD#: 106056 / SEC#: 801-106582
RIA
Registered Investment Advisory firm - (2/9/2023 Terminated)California
Registered Investment Advisory firm - (3/30/2023 Approved)Texas
Registered Investment Advisory firm - (2/21/2023 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
250 Oak Grove Avenue Suite A, Menlo Park, CA 94025-2251
Mailing Address
Phone number
(650) 451-3410
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 64 |
| AUM (Assets Under Management) | $ 68,182,568 |
Exempt reporting advisers
Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.
| SEC / JURISDICTION | REPORTING STATUS | EFFECTIVE DATE |
|---|---|---|
| California | ERA - Withdrawn | 8/20/2015 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
VALUE MONITORING, INC
CRD#: 106056Menlo Park, CA 94025-2251TRUST BUT VERIFY
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