CHARLES B. LEVINSON is an investment adviser representative (IAR) with state registration records since 2012, appearing at 2 firms. Currently registered with SAGE INVESTMENT ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SAGE INVESTMENT ADVISERS LLC | 2021-10-01 | present | Yes |
| WELLS FARGO CLEARING SERVICES, LLC | 2012-02-03 | 2021-10-14 | — |