Levon E. Mcmullen
STRATEGIC ADVISERS LLC | Vice President, Wealth Planner
PORTLAND, OR
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CRD#: 6863509
Professional summary
Levon E. Mcmullen, CFP®, who also goes by Levon Emory Mcmullen, Levon Mcmullen, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Portland, Oregon and FIDELITY BROKERAGE SERVICES LLC located in Tigard, Oregon.
Levon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Levon has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 9 and Series 10 exams.
Biography
As your Vice President, Wealth Planner, Certified Financial Planner™ professional and Certified Private Wealth Advisor® designee, I will partner with you to create a plan to work towards your short- and long-term financial goals. Together, we will ensure your financial plan is tailored to your unique needs and identify strategies to improve that plan over time.
Question & Answer
What are your service offerings?
Investment Planning
Estate Planning
Inheritance
Long-term Care
Retirement Planning
Retirement Income Management
Comprehensive Financial Planni...
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
Levon Emory Mcmullen | Levon Mcmullen
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.
OBA-99061|OrgNmn:Easterseals Oregon|Org Addr:Portland,Oregon,US|OBA Nature:Easterseals is committed to th|Invst Rel:N|Title:Director|Duties:Provide guidance and support to the mission of Easterseals Oregon which include a duty of care, loyalty and to comply with applicable laws.|StrtDt:09-01-23|TotHrs/mon:4|TrdHrs/mon:0|OBA-103802|OrgNmn:MALIK Fraternity Incorporated|Org Addr:New York,New York,US|OBA Nature:Fraternal Organization|Invst Rel:N|Title:Regional Director of West Region|Duties:Local support for undergraduate and graduate chapters in the west region and liason to the national executive board|StrtDt:|TotHrs/mon:2|TrdHrs/mon:0.5|
CRS (Client Relationship Summary) - RIA
Click below to view Levon E. Mcmullen'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: 2020
Education
Southern New Hampshire University
Master of Business Administration (MBA) - International Business
2017
State University of New York at Stony Brook
Bachelor of Science (BS) - Mathematics
2013
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 7493 Sw Bridgeport Road Bridgeport Village, Tigard, OR 97224RIA
CRD#: 104555
PORTLAND, OR
Current
October 19, 2017 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 7493 Sw Bridgeport Road Bridgeport Village, Tigard, OR 97224BD
CRD#: 7784
Tigard, OR
Past
July 25, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
GREENWOOD VILLAGE, CO
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)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.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
Alabama(5/30/2024)
RR
Alaska(1/5/2018)
RR
Arizona(12/11/2017)
RR
Arkansas(4/15/2025)
RR
California(12/11/2017)
RR
Colorado(10/19/2017)
RR
Connecticut(12/11/2017)
RR
Delaware(4/15/2025)
RR
District of Columbia(1/5/2018)
RR
Florida(12/11/2017)
RR
Georgia(12/11/2017)
RR
Hawaii(1/5/2018)
RR
Idaho(1/5/2018)
RR
Illinois(12/11/2017)
RR
Indiana(12/11/2017)
RR
Iowa(1/5/2018)
RR
Kansas(1/5/2018)
RR
Kentucky(4/15/2025)
RR
Louisiana(4/15/2025)
RR
Maine(1/5/2018)
RR
Maryland(12/11/2017)
RR
Massachusetts(4/15/2025)
RR
Michigan(10/11/2021)
RR
Minnesota(4/15/2025)
RR
Mississippi(4/15/2025)
RR
Missouri(4/15/2025)
RR
Montana(1/5/2018)
RR
Nebraska(4/15/2025)
RR
Nevada(1/5/2018)
RR
New Hampshire(10/8/2021)
RR
New Jersey(12/11/2017)
RR
New Mexico(1/5/2018)
RR
New York(12/11/2017)
RR
North Carolina(12/11/2017)
RR
North Dakota(4/15/2025)
RR
Ohio(4/15/2025)
RR
Oklahoma(4/15/2025)
RR
Oregon(1/5/2018)
IAR
Oregon(3/31/2025)
RR
Pennsylvania(4/15/2025)
RR
Puerto Rico(4/15/2025)
RR
Rhode Island(4/15/2025)
RR
South Carolina(4/15/2025)
RR
South Dakota(7/28/2021)
RR
Tennessee(4/15/2025)
RR
Texas(12/11/2017)
IAR
Texas(3/31/2025)
RR
Utah(1/5/2018)
RR
Vermont(4/15/2025)
RR
Virginia(3/4/2022)
RR
Washington(12/11/2017)
RR
West Virginia(4/15/2025)
RR
Wisconsin(4/15/2025)
RR
Wyoming(1/5/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Vice President, Wealth PlannerCRD#: 104555Portland, ORTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
