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Andrew a Levin

16 Years of Experience
Broker
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInsurance PlanningCharitable GivingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
336 advisors
Number of Clients
5,636 clients
Average Client Portfolio
$5.8M average
Assets Under Management
$32.6B

Fee Structure

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Location

3060 Peachtree Road, NW, Suite 110, Atlanta, GA, 30305

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Andrew is an advisory board member for Fulmer Instruments since October 2024. He spends minimal time participating in monthly board meetings after normal business hours.

Employment History
Current Registrations
Rockefeller Capital Management
February 2024 - Present · 2 yrs
Rockefeller Financial LLCBroker
August 2021 - Present · 4 yrs 6 mos
Rockefeller Capital Management
August 2021 - Present · 4 yrs 6 mos
Previous Registrations
UBS Financial Services INC.
May 2009 - August 2021 · 12 yrs 3 mos
UBS Financial Services INC.Broker
January 2009 - August 2021 · 12 yrs 7 mos
State Registrations37 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.