Nicholas
Levinson

Park Piedmont Advisors LLC

CRD#3022189
Investment Advisor
in Oakland, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Nicholas Levinson is a financial advisor based in Oakland, California, working with Park Piedmont Advisors LLC. Nicholas has previously held a position at Park Piedmont Advisors LLC. Nicholas has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Texas. Currently, Nicholas is part of Park Piedmont Advisors LLC, which operates out of Oakland, California. The firm has 6 offices and 13 employees. The firm manages assets totaling $862.0 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses and pension consulting services. The fee structure at Park Piedmont Advisors LLC includes asset-based fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets

Office Location

Oakland, CA

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Park Piedmont Advisors LLC Brokerage Details

Total Assets Under Management

$861,968,712

CA Average: $6,674,516,078
Total Number of Employees

13

CA Average: 44
Total Number of Accounts

1,498

CA Average: 2,564
Average Account Size

$575,413

CA Average: $2,603,165

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Nicholas Levinson Work History

2003 - Present (22 years)

Park Piedmont Advisors LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Nicholas Levinson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Park Piedmont Advisors LLC

Samantha Ngooi
Chicago, IL
Nathan Levinson
Chicago, IL
Thomas Levinson
Chicago, IL
Nicholas Levinson
Oakland, CA
George Gotthold
Waretown, NJ
Richard Backer
Chicago, IL
Stuart Greenberg
Springfield, NJ

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started