Adviser and broker representative · Vanderbilt Advisory Services
Michael H. Levin
CRD 4068366 · Fort Myers, FL
At a glance
Michael H. Levin is an investment adviser representative with Vanderbilt Advisory Services in Fort Myers, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Michael’s SEC record dates to 2020, about 5 years ago. Michael is also registered as a broker representative. Designations on file: Certified Financial Planner, Chartered Financial Consultant.
Current advisory firm
- Vanderbilt Advisory ServicesSince February 2025Fort Myers, FL · $2.1B in regulatory assets
SEC adviser record
- Registered since
- 2020 (5 years)
- Designations
- Certified Financial Planner, Chartered Financial Consultant
- Exams
- Series 63, Series 65
- Registered in
- 3 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Michael’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
- 2 firmsLocked
- 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 and FINRA BrokerCheck.