Steven
Levin
Newedge Advisors
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About this Advisor
Steven Levin is a financial advisor based in Marina Del Ray, California, working with Newedge Advisors. Steven has previously held positions at United Planners' Financial Services Of America, Penniall & Associates, Dfpg Investments, Inc, American Financial Network Advisory Services, LLC, and Wealthsource Partners, LLC. Steven has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Steven is part of Newedge Advisors, which operates out of Marina Del Ray, California. The firm has 99 offices and 570 employees. The firm manages assets totaling $18.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Newedge Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Newedge Advisors Brokerage Details
$18,432,430,824
570
62,249
$296,108
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Steven Levin Work History
Wealthsource Partners, LLC
Wealthsource Partners, LLC
Wealthsource Partners, LLC
Wealthsource Partners, LLC
Dfpg Investments, Inc
American Financial Network Advisory Services, LLC
United Planners' Financial Services Of America
Penniall & Associates
Disclosures
Please visit the SEC profile of Steven Levin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Newedge Advisors
Marina Del Ray, CA
New Orleans, LA
New Orleans, LA
Lake Charles, LA
New Orleans, LA
New Orleans, LA
New Orleans, LA
New Orleans, LA
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