Career history of Bradley Andrew Levin
Former positions of Bradley Andrew Levin
| Companies | Position | Start | 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 | 2016-09-30 | 2021-08-31 |
| Compliance Officer | 2016-09-30 | 2021-08-31 | |
| Founder | 2016-09-30 | 2021-08-31 | |
| Portfolio Manager-Equities | 2016-09-30 | 2021-08-31 | |
| Commonwealth Equity Services, Inc. (Broker) | Corporate Officer/Principal | 2007-04-30 | 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 | 1999-04-30 | 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 | 2002-12-31 | 2006-12-31 |
Training of Bradley Andrew Levin
| University of California, Santa Barbara | Undergraduate Degree |
Statistics
International
| United States | 6 |
Operational
| Corporate Officer/Principal | 3 |
| Chief Executive Officer | 1 |
| Compliance Officer | 1 |
Sectoral
| Finance | 5 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 4 |
|---|---|
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 |
| Commonwealth Equity Services, Inc. (Broker) | 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 |
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 |
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