Steven Levenson has been an investment adviser representative at Western Financial since December 2019, and is not listed among the firm’s executive officers or direct owners. Steven Levenson holds a Bachelor's degree in communication studies with an emphasis in business administration from Northern Arizona University.
Western Financial Corporation is a San Diego, CA firm with $414M under management, 180 clients and 2 advisers across 3 offices, as of its September 2026 filing.
Steven Levenson is Executive Vice-President of Western Financial Corporation and leads its Boise, Idaho office. He began his career at Western, advising families and business owners on portfolio strategy and retirement income planning. He later spent several years in the investment technology sector with firms like YCharts and Clearwater Analytics.
- – present · 6 yearsEagle, ID · Adviser representative · Firm CRD 6118
Investment adviser representative registrations
Steven Levenson is registered as an investment adviser representative in 2 states. The first approvals date from December 2019; the most recent is Idaho, in July 2025.
- CaliforniaSince 3 December 2019
- IdahoSince 14 July 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 3 December 2019 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 10 November 2017 |
| Series 7 | General Securities Representative Examination | 12 October 2017 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Steven Mario Levenson
- CRD
- 6843600
- Firm
- Western Financial · CRD 6118
- Office
- Eagle, ID
- Registration
- Investment adviser registration
- In the industry since
- October 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- westfincorp.com
Where does Steven Levenson work?
Steven Levenson is an investment adviser representative registered through Western Financial Corporation since December 2019, and is not listed among the firm’s executive officers or direct owners.
Is Steven Levenson a financial advisor?
Yes. Steven Levenson has a current investment-adviser registration in California and Idaho, through Western Financial since December 2019.
How many years of experience does Steven Levenson have?
Steven Levenson has 9 years in the financial industry, since October 2017, across 1 adviser firm.
What exams has Steven Levenson passed?
Steven Levenson has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in October 2017. FINRA credited Steven Levenson with the SIE, which began in October 2018.
Where is Steven Levenson based?
Steven Levenson’s registered office is in Eagle, ID.
Is Steven Levenson registered with FINRA?
No. Steven Levenson has no current broker registration.
How can I verify Steven Levenson’s record?
Search CRD 6843600 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Steven Levenson’s full registration record.
