Brandon Levine
Continuum Advisory · New York, New York
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.
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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 | $1.91B across 3,461 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MT, NY, VT · CRD 7266184 |
| Exams passed | Series 66 (2021) |
| Firm size | 66 employees |
| Disclosures | None reported |
| Website | www.clarkstreetfinancial.com |
How Brandon's firm compares
- Continuum Advisory's average account is about $551,000, from its Form ADV (assets managed divided by 3,461 accounts).
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Questions about Brandon
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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