Victor N. Levinson
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.
Victor Nmn Levinson, who also goes by VIctor Levinson, was a registered financial professional .
Victor is a previously registered financial professional and started their career in finance in 1979. Victor had worked at 6 firms and has passed the Series 65, Series 63, Series 7, Series 4 and Series 40 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 2, 2021 - July 13, 2022
PARK PIEDMONT ADVISORS LLC
January 20, 2004 - December 31, 2010
LASALLE ST SECURITIES, L.L.C.
April 10, 2003 - January 21, 2004
BALIS LEWITTES & COLEMAN, INC.
February 22, 1999 - January 21, 2004
BALIS LEWITTES & COLEMAN, INC.
November 3, 1988 - January 29, 1999
BOSTON PARTNERS SECURITIES, L.L.C.
July 27, 1984 - November 21, 1988
BALIS & ZORN INC.
March 27, 1979 - July 11, 1985
VICTOR LEVINSON, INC.
Primary Firm SEC Registration
PARK PIEDMONT ADVISORS LLC
CRD#: 129451 / SEC#: 801-62540
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 40
Date: 12/18/1978
Registered Principal ExaminationCurrent Firm
PARK PIEDMONT ADVISORS LLC
CRD#: 129451 / SEC#: 801-62540
Contact information
SEC notice filing (14 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,559 |
| AUM (Assets Under Management) | $ 1,028,469,074 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/10/2025 | ||
| 10/03/2024 | ||
| 01/30/2024 | ||
| 01/16/2023 |
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.
