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Brandon T. Levine
CONTINUUM ADVISORY
Bozeman, MT 59715
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CRD#: 7266184
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Professional summary
Brandon T Levine, who also goes by Brandon T Levine, is a registered financial advisor currently at CONTINUUM ADVISORY, LLC located in Bozeman, Montana.
Brandon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Brandon has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Brandon T Levine
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.
1) DBA Hanover Financial Group; Investment-Related: Yes; Address: 188 S. Main Street, Stowe, VT 05672; Nature: Financial Advising; Position: Investment Advisor Representative; Start Date: 06/2024; Number of Hours/Month: 100; Number of Hours/Month during Trading Hours: 100. 2) Insurance Sales; Investment-Related; 188 S Main Street, Stowe, VT 05672; Insurance Sales; 06/2024; 5 Hours/Month; Hours/Month during Trading Hours: 5.
CRS (Client Relationship Summary) - RIA
Click below to view Brandon T Levine'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®
NoneExperience
Current
June 17, 2024 - Present
CONTINUUM ADVISORY, LLC
Office #1: 233 E Main St #416, Bozeman, MT 59715Office #2: 188 South Main Sreet, Stowe, VT 05672RIA
CRD#: 283155
Bozeman, MT
Past
December 15, 2023 - May 14, 2024
TRIVIUM POINT ADVISORY, LLC
RIA
CRD#: 292182
White Plains, NY
Past
June 14, 2023 - May 29, 2024
LPL FINANCIAL LLC
RIA
CRD#: 6413
WHITE PLANS, NY
Past
June 14, 2023 - May 29, 2024
LPL FINANCIAL LLC
BD
CRD#: 6413
WHITE PLANS, NY
Past
January 3, 2022 - June 26, 2023
CONTINUUM ADVISORY, LLC
RIA
CRD#: 283155
EAGLE, ID
Past
July 10, 2021 - June 1, 2023
TRIAD ADVISORS LLC
BD
CRD#: 25803
Eagle, ID
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".
CA
CONTINUUM ADVISORY, LLC
3 FINANCIAL GROUP | WEALTH MANAGEMENT ASSOCIATES OF COLORADO | WEALTH MANAGEMENT ASSOCIATES - DANVILLE, CA | WEALTH MANAGEMENT ASSOCIATES - BOZEMAN, MT | WEALTH MANAGEMENT ASSOCIATES | TRANSITIONAL WEALTH STRATEGIES | THOMANN FINANCIAL SERVICES | SUCCESSFUL EQUITY MANAGEMENT | RASSLER FINANCIAL | RANDALL FINANCIAL | PACIFIC FINANCIAL GROUP | NAST GROUP FINANCIAL | MOSAIC FINANCIAL GROUP | MCCARTIN FINANCIAL SERVICES | LENTINI FINANCIAL ADVISORY | KELLY FINANCIAL ADVISORS, LLC | HANOVER FINANCIAL GROUP | HANOVER FINANCIAL - NY, NY | HANOVER FINANCIAL - BOZEMAN, MT | CONTINUUM ADVISORY, LLC | CLARK STREET FINANCIAL | BODE FINANCIAL CONSULTING, LLC | ATHENABLE INVESTMENT STRATEGIES | AMERICAN FINANCIAL MANAGEMENT
CRD#: 283155 / SEC#: 801-107439
RIA
Registered Investment Advisory firm - (3/30/2016 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.Highlighted states indicate IAR registrations
IAR
Montana(6/18/2024)
IAR
New York(6/17/2024)
IAR
Vermont(6/17/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 7/10/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
CA
CONTINUUM ADVISORY, LLC
3 FINANCIAL GROUP | WEALTH MANAGEMENT ASSOCIATES OF COLORADO | WEALTH MANAGEMENT ASSOCIATES - DANVILLE, CA | WEALTH MANAGEMENT ASSOCIATES - BOZEMAN, MT | WEALTH MANAGEMENT ASSOCIATES | TRANSITIONAL WEALTH STRATEGIES | THOMANN FINANCIAL SERVICES | SUCCESSFUL EQUITY MANAGEMENT | RASSLER FINANCIAL | RANDALL FINANCIAL | PACIFIC FINANCIAL GROUP | NAST GROUP FINANCIAL | MOSAIC FINANCIAL GROUP | MCCARTIN FINANCIAL SERVICES | LENTINI FINANCIAL ADVISORY | KELLY FINANCIAL ADVISORS, LLC | HANOVER FINANCIAL GROUP | HANOVER FINANCIAL - NY, NY | HANOVER FINANCIAL - BOZEMAN, MT | CONTINUUM ADVISORY, LLC | CLARK STREET FINANCIAL | BODE FINANCIAL CONSULTING, LLC | ATHENABLE INVESTMENT STRATEGIES | AMERICAN FINANCIAL MANAGEMENT
CRD#: 283155 / SEC#: 801-107439
RIA
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Contact information
Main Address
873 E. State Street, Eagle, ID 83616
Mailing Address
Phone number
(208) 417-1933
Established
Firm type
Fiscal year end
# of Employees
69
SEC notice filing (38 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,852 |
| AUM (Assets Under Management) | $ 1,417,081,752 |
Red Flags
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Company Information
CONTINUUM ADVISORY, LLC
CRD#: 283155Bozeman, MT 59715TRUST BUT VERIFY
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