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.

Current firm

VANDERBILT ADVISORY SERVICES

Current firm class

broker-dealer affiliated wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 1, 1995earliest registration or exam on IAPD

Years in industry

31derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner|Chartered Financial Consultant

Exams

S65|S63

First exam

Nov 22, 1999

First registration

Nov 10, 2020

Dual registered

yes, broker-dealer

Other names

MICHAEL HOWARD LEVIN

IAPD individual key

4068366

• Occurred

  Mar 3, 2025
  Advisor changed firm

  Michael Howard Levin left Osaic Wealth, Inc. for Vanderbilt Advisory Services (registered 2025-02-25)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:6334dc93-3203-9772-8db5-ec805399a5de

First observed

Nov 10, 2020

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.