Jeffrey
Levin
Dakota Wealth, LLC
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About this Advisor
Jeffrey Levin is a chartered financial analyst operating in Palm Beach Gardens, Florida with 1 year of relevant experience. Levin is on the advisory team at Dakota Wealth, LLC. The advisor has gained experience at Pineno & Levin Asset Management Inc and Dakota Wealth Management, LLC. Levin maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Texas and Virginia. Dakota Wealth, LLC is a company operating out of Palm Beach Gardens, FL. The company has offices in 15 locations and a total of 57 advisors. It oversees $3 billion in assets across its 4,748 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm provides financial advice to nine charities and foundations. Of its 4,748 customer accounts, 28% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The business has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers and other services. Financial advisory fee schedules usually vary depending on which services the firm provides the client. However, fee types charged by Dakota Wealth, LLC likely are comprised of any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Dakota Wealth, LLC Brokerage Details
$2,548,153,882
57
4,748
$536,679
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Other
Jeffrey Levin Work History
Jeffrey has been registered as a financial advisor for 1 years.*
Dakota Wealth Management, LLC
Pineno & Levin Asset Management Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jeffrey 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 Dakota Wealth, LLC
Palm Beach Gardens, FL
Palm Beach Gardens, FL
Richmond, VA
Palm Beach Gardens, FL
Palm Beach Gardens, FL
Akron, OH
Palm Beach Gardens, FL
Palm Beach Gardens, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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