Lev Mandel has been an investment adviser representative at First Affirmative Financial Network since May 2026, and is not listed among the firm’s executive officers or direct owners.
First Affirmative Financial Network LLC is a Colorado Springs, CO firm with $905M under management, 2,327 clients and 12 advisers across 10 offices, as of its May 2026 filing.
Lev Mandel’s longest registration was 9 years at Cambridge Investment Research Advisors, Inc. (2017–2026). Before joining First Affirmative Financial Network in 2026, Lev Mandel was registered through Cambridge Investment Research Advisors, Inc.
- – present · under a yearWalnut Creek, CA · Adviser representative · Firm CRD 109036
- Cambridge Investment Research Advisors, Inc.– · 9 yearsWalnut Creek, CA · Adviser representative · Firm CRD 134139
Investment adviser representative registrations
Lev Mandel is registered as an investment adviser representative in California, since May 2026.
- CaliforniaSince 26 May 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 17 January 2017 |
| Series 7 | General Securities Representative Examination | 17 November 2016 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Lev L Mandel
- CRD
- 6689504
- Firm
- First Affirmative Financial Network · CRD 109036
- Office
- 1550 Parkside Drive, Suite 260, Walnut Creek, CA 94596
- Registration
- Investment adviser registration
- In the industry since
- November 2016
- Disciplinary history
- Not yet shown here · SEC record
Where does Lev Mandel work?
Lev Mandel is an investment adviser representative registered through First Affirmative Financial Network LLC since May 2026, and is not listed among the firm’s executive officers or direct owners.
Is Lev Mandel a financial advisor?
Yes. Lev Mandel has a current investment-adviser registration in California, through First Affirmative Financial Network since May 2026.
How many years of experience does Lev Mandel have?
Lev Mandel has 9 years in the financial industry, since November 2016, across 2 adviser firms.
What exams has Lev Mandel passed?
Lev Mandel has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in November 2016. FINRA credited Lev Mandel with the SIE, which began in October 2018.
Where is Lev Mandel based?
Lev Mandel’s registered office is in Walnut Creek, CA.
Is Lev Mandel registered with FINRA?
No. Lev Mandel has no current broker registration.
How can I verify Lev Mandel’s record?
Search CRD 6689504 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Lev Mandel’s full registration record.
