Rochelle Levy has been Chief Compliance Officer of Bluespring Wealth Management since June 2026, is a control person of the firm and directly owns under 5% of it.
Bluespring Wealth Management, LLC is an Austin, TX firm with $5.43B under management, 3,250 clients and 47 advisers across 8 offices, as of its July 2026 filing.
No adviser firm registrations are on Rochelle Levy’s record.
Examinations
No examinations are on Rochelle Levy’s record.
- Full name
- Rochelle Beth Levy
- CRD
- 7142222
- Firm
- Bluespring Wealth Management · CRD 152667
- Role
- Chief Compliance Officer
- Registration
- Broker registration; no current adviser registration
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Rochelle Levy work?
Rochelle Levy has been Chief Compliance Officer of Bluespring Wealth Management, LLC since June 2026, and is a control person of the firm.
Does Rochelle Levy have a current investment-adviser registration?
Rochelle Levy has a current broker registration and no current investment-adviser registration.
Is Rochelle Levy registered with FINRA?
Yes. Rochelle Levy has a current broker registration, under CRD 7142222.
Source: FINRA BrokerCheck
How can I verify Rochelle Levy’s record?
Search CRD 7142222 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Rochelle Levy’s full registration record.
- Pradeep JayaramanPresident
- Scott ZegersChief Financial Officer
- Kyle FaszholzDirector
- Adam SokolicChief Operations Officer