Profile
Bradley Andrew Levin was the founder and had founded Legacy Wealth Partners, Inc. in 2016, where he held the title of Chief Executive Officer until 2021.
Mr. Levin's former jobs include working as a Financial Advisor at SagePoint Financial, Inc. from 2003 to 2007, as a Regional Vice President at Householder Group Estate & Retirement Specialist LLC from 1999 to 2007, and as a Financial Advisor at Commonwealth Equity Services, Inc. (Broker) from 2007 to 2016.
Mr. Levin received his undergraduate degree from the University of California, Santa Barbara in 1994.
Former positions of Bradley Andrew Levin
| Companies | Position | End |
|---|---|---|
Legacy Wealth Partners, Inc.
 Legacy Wealth Partners, Inc. Investment ManagersFinance Legacy Wealth Partners, Inc. is an independent wealth management firm headquartered in Woodland Hills, California. The firm was founded by Bradley A. Levin in 2016. They provide wealth management solutions to private clients. | Chief Executive Officer | 2021-08-31 |
| Commonwealth Equity Services, Inc. (Broker) | Corporate Officer/Principal | 2016-10-31 |
Householder Group Estate & Retirement Specialist LLC
 Householder Group Estate & Retirement Specialist LLC Investment ManagersFinance Householder Group Estate & Retirement Specialist LLC (Householder Group) is a registered investment advisor headquartered in Scottsdale, Arizona. The firm was founded by Scott A. Householder in 1997 and is owned by The ASG Ohio Legacy Trust. Householder Group offers personalized investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and other business entities. | Corporate Officer/Principal | 2007-03-31 |
SagePoint Financial, Inc.
 SagePoint Financial, Inc. Investment Banks/BrokersFinance Founded in 2004, SagePoint Financial, Inc. is a dually-registered SEC-registered investment advisor and broker-dealer headquartered in Phoenix, Arizona. The firm is a subsidiary of Advisor Group, Inc., a wholly-owned subsidiary of Advisor Group Holdings, Inc., which is owned by a consortium of investors that includes Lightyear Fund III LP (an investment fund affiliated with Lightyear Capital LLC) and PSPIB Lunar Investments Inc. (a wholly-owned vehicle of the Public Sector Pension Investment Board). SagePoint Financial was formerly known as AIG Financial Advisors. | Corporate Officer/Principal | 2006-12-31 |
Training of Bradley Andrew Levin
| University of California, Santa Barbara | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
SagePoint Financial, Inc.
SagePoint Financial, Inc. Investment Banks/BrokersFinance Founded in 2004, SagePoint Financial, Inc. is a dually-registered SEC-registered investment advisor and broker-dealer headquartered in Phoenix, Arizona. The firm is a subsidiary of Advisor Group, Inc., a wholly-owned subsidiary of Advisor Group Holdings, Inc., which is owned by a consortium of investors that includes Lightyear Fund III LP (an investment fund affiliated with Lightyear Capital LLC) and PSPIB Lunar Investments Inc. (a wholly-owned vehicle of the Public Sector Pension Investment Board). SagePoint Financial was formerly known as AIG Financial Advisors. | Finance |
Householder Group Estate & Retirement Specialist LLC
Householder Group Estate & Retirement Specialist LLC Investment ManagersFinance Householder Group Estate & Retirement Specialist LLC (Householder Group) is a registered investment advisor headquartered in Scottsdale, Arizona. The firm was founded by Scott A. Householder in 1997 and is owned by The ASG Ohio Legacy Trust. Householder Group offers personalized investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and other business entities. | Finance |
| Commonwealth Equity Services, Inc. (Broker) | Finance |
Legacy Wealth Partners, Inc.
Legacy Wealth Partners, Inc. Investment ManagersFinance Legacy Wealth Partners, Inc. is an independent wealth management firm headquartered in Woodland Hills, California. The firm was founded by Bradley A. Levin in 2016. They provide wealth management solutions to private clients. | Finance |
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