Robert A. Levitt
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.
Robert Alan Levitt, who also goes by Robert A Levitt, Levitt, was a registered financial professional .
Robert is a previously registered financial professional and started their career in finance in 1977. Robert had worked at 4 firms and has passed the Series 63, SIE, Series 7, Series 1 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 12, 2004 - April 24, 2017
MJP WEALTH ADVISORS
October 23, 2003 - March 31, 2017
OSAIC WEALTH, INC.
November 19, 1989 - March 31, 2017
OSAIC WEALTH, INC.
November 25, 1981 - November 19, 1989
INTEGRATED RESOURCES EQUITY CORPORATION
December 21, 1977 - August 27, 1981
LINCOLN FINANCIAL DISTRIBUTORS, INC.
Primary Firm SEC Registration
MJP WEALTH ADVISORS
CRD#: 127654 / SEC#: 801-63389
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
Series 1
Date: 12/8/1977
Registered Representative ExaminationCurrent Firm
MJP WEALTH ADVISORS
CRD#: 127654 / SEC#: 801-63389
Contact information
SEC notice filing (25 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,804 |
| AUM (Assets Under Management) | $ 1,319,055,891 |
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.
