Leslie Childs is a control person of MB, Levis & Associates,llc and directly owns under 5% of it.
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.
- CRD
- 6062188
- Firm
- MB, Levis & Associates,llc · CRD 164197
- Role
- Chief Compliance Officer
- In role since
- July 2012 · 14 years
- Control person
- Yes
- 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
Where does Leslie Childs work?
Leslie Childs has been Chief Compliance Officer of MB, Levis & Associates,llc since July 2012, and is a control person of the firm.
How can I verify Leslie Childs’ record?
Leslie Childs’ 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
- Donald SledzShareholder
- Jason HenningerShareholder
- William LoftusShareholder