CL
Calgary G. Leveen
ANHINGA INVESTMENT PARTNERS
Brooklyn, NY 11249
Some features on this profile are disabled
CRD#: 7374085
CL
Professional summary
Calgary Granger Leveen, who also goes by Calgary Leveen, is a registered financial advisor currently at ANHINGA INVESTMENT PARTNERS located in Brooklyn, New York.
Calgary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Calgary has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Calgary Leveen
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.
Banyan Advisors, LLC; Investment related; 185 Wythe Avenue, Suite 9D, Brooklyn, NY 11249; Family Office; Portfolio Manager; Started at Banyan in 2018; Devotes 12 hours per month, but typically fewer than 2 hours per month during trading hours; Duties: analysis, portfolio management, trading, and client reporting. Levenger Company. Not investment-related. Address: 420 S Congress Avenue, Delray Beach, FL 33344. Nature of the other business: This company is in the specialty retail business. Position: Director. Start date: 2014. Calgary Leveen devotes 1 - 5 hours per month to this activity. Duties: Carries out duties as a member of the Board of Directors, but Mr. Leveen does not have an executive or operational role.
CRS (Client Relationship Summary) - RIA
Click below to view Calgary Granger Leveen'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 11, 2021 - Present
ANHINGA INVESTMENT PARTNERS
Office #1: 185 Wythe Avenue Suite 9d, Brooklyn, NY 11249RIA
CRD#: 300088
Brooklyn, NY
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
New York(6/11/2021)
Exams
Current Firm
AI
ANHINGA INVESTMENT PARTNERS
ANHINGA INVESTMENT PARTNERS | ANHINGA INVESTMENT PARTNERS LLC
CRD#: 300088 / SEC#:
New York
Registered Investment Advisory firm - (10/23/2019 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
185 Wythe Avenue Suite 9d, Brooklyn, NY 11249
Mailing Address
Phone number
(212) 548-6504
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 2 |
| AUM (Assets Under Management) | $ 13,914,357 |
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.
