# Brandon Levine

> Brandon Levine is a fee-only financial advisor at Continuum Advisory in New York, New York, who holds the CFP credential. Continuum Advisory reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/brandon-levine/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Continuum Advisory
- **Based in:** New York, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $1.91B across 3,461 accounts
- **Credentials:** CFP
- **CRD:** 7266184 (https://adviserinfo.sec.gov/individual/summary/7266184)
- **SEC registration:** Investment adviser representative in MT, NY, VT
- **Exams passed:** Series 66 (2021)
- **Firm size:** 66 employees
- **Disclosures:** None reported
- **Website:** http://www.clarkstreetfinancial.com

## Frequently asked questions

### Is Brandon Levine a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Brandon holds no broker registration, and Continuum Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Brandon charge for financial advice?

Brandon's firm, Continuum Advisory, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Brandon Levine based?

Brandon Levine is based in New York, New York.

### What credentials does Brandon Levine hold?

Brandon Levine holds the CFP credential.

### Is Brandon Levine registered with the SEC?

Yes. Brandon Levine is registered as an investment adviser representative in MT, NY and VT (CRD 7266184), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Continuum Advisory manage?

Continuum Advisory reports $1.91B across 3,461 accounts in assets under management.

### How do I contact Brandon Levine?

Through Brandon's website, www.clarkstreetfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7266184): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.