Donald Sledz is not listed as a control person, but directly owns under 5% of MB, Levis & Associates,llc.
MB, Levis & Associates,llc is an investment adviser based in Center Valley, PA, registered with the SEC since 2012. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $412 million, as filed on 20 March 2026. Its fees, ownership and offices are on the firm’s profile.
Donald Sledz is Portfolio Manager of MB, Levis & Associates, LLC. He is responsible for the day-to-day management of client portfolios, maintaining target allocations and managing clients' cash flow needs, and he prepares investment reviews and proposals.
- CRD
- 3058322
- Firm
- MB, Levis & Associates,llc · CRD 164197
- Role
- Shareholder
- In role since
- January 2016 · 10 years
- Control person
- Not listed
- Direct ownership
- Under 5%
- Firm headquarters
- Center Valley, PA
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mblevis.com
Where does Donald Sledz work?
Donald Sledz has been Shareholder of MB, Levis & Associates,llc since January 2016.
How can I verify Donald Sledz’s record?
Donald Sledz’s role is listed on MB, Levis & Associates,llc’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 164197.
- John LevisPresident
- Leslie ChildsChief Compliance Officer
- Jason HenningerShareholder
- William LoftusShareholder