Eric
Levine

Mbsc Securities Corporation

CRD#5017426
Investment Advisor
in New York, NY
Are you Eric Levine? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Eric Levine is a chartered financial analyst operating out of New York, New York, who has been in the advisory business for 13 years. Levine works at Mbsc Securities Corporation. Levine has gained experience at Trillium Trading LLC, Penn State University, Lord Abbett and Newton Investment Management. Levine maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in New Jersey. Mbsc Securities Corporation is a financial advisory business operating out of New York, New York. The firm has offices in two locations and a total of 368 advisors. It manages $2 billion in assets under management among its 3,826 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 41 charities and foundations. Of its 3,826 client accounts, just 4% are held by high-net-worth investors who have more than $1 million in assets available to invest. The business provides a set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Fees charged by financial advisors usually vary depending on the financial services provided. Fee types charged by Mbsc Securities Corporation typically consist of asset-based fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Years of Experience

13 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

200 Park Avenue
New York, NY 10166

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Mbsc Securities Corporation Brokerage Details

Total Assets Under Management

$1,525,057,030

NY Average: $7,464,549,021
Total Number of Employees

368

NY Average: 88
Total Number of Accounts

3,826

NY Average: 3,892
Average Account Size

$398,604

NY Average: $1,917,921

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Other

Eric Levine Work History

Eric has 13 years of experience.

2017 - Present (2 years)

Newton Investment Management

2011 - Present (8 years)

Lord Abbett

2009 - 2011 (2 years)

Trillium Trading LLC

2005 - 2009 (4 years)

Penn State University

Disclosures

Eric Levine has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started