Brian Levitan
Brian Levitan is a registered investment advisor at Transamerica Financial Advisors, LLC, based in Alpharetta, GA, with 16 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 42,440 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Transamerica Financial Advisors (TFA) offers several investment management programs, including:
- Third-Party Money Management Programs: TFA Advisors can connect you with third-party money managers (TPMMs) who manage model portfolios. Fees are specific to the TPMM you select.
- Transamerica® ONE Wealth Management Platform: This is a wrap fee program with a single fee for services. The total annual program fee does not exceed 2.0%.
- Transamerica® ALPHA Digital Investment Program: This program uses Betterment's platform. The total annual advisory fee ranges from 0.65% to 0.95%.
- TFA365 Advisory Program: This is a wrap fee program. The total annual program fee does not exceed 2.75%. A minimum annual account fee applies to accounts that fall below the program account minimum. For the Strategist Program and the Unified Managed Account Program, the minimum annual account fee is $35 (account minimum: $25,000). For the Separately Managed Account Program, the minimum annual account fee is $150 (account minimum: $100,000).
Location
294 South Main St, Suite 100, Alpharetta, GA, 30009
Get directionsHistory
Regulatory History (13)
Financial
March 2020Financial
March 2020Financial
March 2020Financial
February 2020Financial
January 2020Financial
October 2019Financial
October 2019Financial
October 2019Financial
October 2019Financial
October 2019Financial
December 2016Financial
December 2016Financial
November 2016Other Business ActivitiesSells Insurance
Brian sells insurance and non-insurance products for Transamerica Financial Advisors-affiliated companies and offers health insurance plans, dedicating minimal time to this. Brian also works as a mortgage continuing education instructor, spends about 20% of his time providing handyman services, and about half his time as an executive assistant for CAM Fin LLC.
Employment History
Current Registrations
Transamerica Financial Advisors, LLC
Transamerica Financial Advisors, LLCBroker
Previous Registrations
World Group Securities, INC.Broker
Wma Securities, INC.Broker
Wma Securities, INC.Broker
State Registrations23 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.