Adviser and broker representative · Principal Advised Services
Leevens Cherisma
CRD 7606597 · Delray Beach, FL
At a glance
Leevens Cherisma is an investment adviser representative with Principal Advised Services in Delray Beach, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Leevens’s SEC record dates to 2023, about 3 years ago. Leevens is also registered as a broker representative.
Current advisory firm
- Principal Advised ServicesSince July 2025Delray Beach, FL · $1.4B in regulatory assets
SEC adviser record
- Registered since
- 2023 (3 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Leevens’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.