Investment adviser representative · Lifeguide Financial Advisors, LLC
Levi M. Greenly
CRD 7218560 · Mechanicsburg, PA
At a glance
Levi M. Greenly is an investment adviser representative with Lifeguide Financial Advisors, LLC in Mechanicsburg, PA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Levi’s SEC record dates to 2020, about 6 years ago. Designations on file: Certified Financial Planner, Chartered Financial Analyst.
Current advisory firm
- Lifeguide Financial Advisors, LLCSince May 2020Mechanicsburg, PA · $563M in regulatory assets
SEC adviser record
- Registered since
- 2020 (6 years)
- Designations
- Certified Financial Planner, Chartered Financial Analyst
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Levi’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
- Locked
- 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
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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.