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RIA / WealthAdvisor15 years in industry

JOHN EDWARD LEVANGIE

Advisor at DARROW WEALTH MANAGEMENT

NEEDHAM, MA | Braintree, MA

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Search this name across graphsid dfx:ria:27b1025f-5335-fa65-0e17-9ad9b006e271

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Oct 4, 2018 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: DARROW WEALTH MANAGEMENT
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Mar 3, 2012
First registration: Oct 4, 2018
Dual registered: no
IAPD individual key: 5987402

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
DARROW WEALTH MANAGEMENT	Independent wealth	Jul 15, 2026	n/a	yes	NEEDHAM, MA\|Braintree, MA	Current employment
ANCHOR CAPITAL ADVISORS LLC	Mixed wealth	Mar 25, 2025	Jun 26, 2026	no	BOSTON, MA	Previous registration
WEDMONT PRIVATE CAPITAL	Independent wealth	Jun 6, 2022	Jan 7, 2025	no	Braintree, MA	Previous registration
DARROW WEALTH MANAGEMENT	Independent wealth	Jun 8, 2021	May 27, 2022	no	Boston, MA\|NEEDHAM, MA	Previous registration
GW & WADE, LLC	Former SEC adviser	Oct 4, 2018	May 28, 2021	no	WELLESLEY, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ANCHOR CAPITAL ADVISORS LLC	DARROW WEALTH MANAGEMENT	Jun 26, 2026	Jul 15, 2026	19	Firm change	RIA to RIA
WEDMONT PRIVATE CAPITAL	ANCHOR CAPITAL ADVISORS LLC	Jan 7, 2025	Mar 25, 2025	77	Firm change	RIA to RIA
DARROW WEALTH MANAGEMENT	WEDMONT PRIVATE CAPITAL	May 27, 2022	Jun 6, 2022	10	Firm change	RIA to RIA
GW & WADE, LLC	DARROW WEALTH MANAGEMENT	May 28, 2021	Jun 8, 2021	11	Firm change	RIA to RIA

Relationships

Registered with (4)

→ DARROW WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Jun 8, 2021 to May 27, 2022factForm ADV
→ ANCHOR CAPITAL ADVISORS LLCRegistered adviserregistration: previous registration
Mar 25, 2025 to Jun 26, 2026factForm ADV
→ WEDMONT PRIVATE CAPITALRegistered adviserregistration: previous registration
Jun 6, 2022 to Jan 7, 2025factForm ADV
→ GW & WADE, LLCRegistered adviserregistration: previous registration
Oct 4, 2018 to May 28, 2021factForm ADV

Dated events

Occurred
Jun 26, 2026
Advisor changed firm
John Edward Levangie left Anchor Capital Advisors Llc for Darrow Wealth Management (registered 2026-07-15)
Form ADVobserved 6 days ago
Occurred
Jan 7, 2025
Advisor changed firm
John Edward Levangie left Wedmont Private Capital for Anchor Capital Advisors Llc (registered 2025-03-25)
Form ADVobserved 6 days ago
Occurred
May 27, 2022
Advisor changed firm
John Edward Levangie left Darrow Wealth Management for Wedmont Private Capital (registered 2022-06-06)
Form ADVobserved 6 days ago