JL
JL

John Edward Levangie

13 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
543 clients
Average Client Portfolio
$4.5M average
Assets Under Management
$2.4B

Fee Structure

Minimum Investment:$1M
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Location

Two International Place, Suite 2110, Boston, MA, 02110-4104

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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

John is the trustee of the Philip J. LeVangie Family 2002 Irrevocable Trust since 2017, providing trustee services. He dedicates minimal time to this activity, primarily investing trust assets and filing tax returns.

Employment History
Current Registrations
Anchor Capital Advisors LLC
March 2025 - Present · 11 mos
Previous Registrations
Wedmont Private Capital
June 2022 - January 2025 · 2 yrs 7 mos
Darrow Wealth Management
June 2021 - May 2022 · 11 mos
Gw & Wade, LLC
October 2018 - May 2021 · 2 yrs 7 mos
Gw & Wade Asset Management Company, LLCBroker
November 2011 - May 2021 · 9 yrs 6 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.