Evan
Levine

Complete Advisors

CRD#2089985
Investment Advisor
in Valley Stream, NY

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Evan Levine is a chartered financial consultant working in Valley Stream, New York who has 2 years of relevant experience. Levine is on the advisory team at Complete Advisors. Their career trajectory has included roles at Evan M. Levine D/B/A Completeadvisors and Complete Advisors Plus LLC. Levine maintains a Series 63 license, which qualifies them as a securities broker, and is registered to work in New York. Complete Advisors is an advisory business that has its headquarters in Valley Stream, NY. It administers $67 million in assets between its 42 customer accounts, placing it among the smaller investment advisory firms in the United States by assets under management. Of its 42 customer accounts, 59% are held by high-net-worth investors who have at least $1 million in investable assets. The advisory firm provides a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Financial management fee schedules largely vary depending on the financial services. Fee types charged by Complete Advisors most likely are comprised of any combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

181 S. Franklin Ave. Suite 303
Valley Stream, NY 11581

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.

Complete Advisors Brokerage Details

Total Assets Under Management

$66,830,000

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

5

NY Average: 88
Total Number of Accounts

42

NY Average: 3,892
Average Account Size

$1,591,190

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Evan Levine Work History

Evan has been registered as a financial advisor for 2 years.*

2019 - Present (5 years)

Complete Advisors Plus LLC

2009 - 2020 (11 years)

Evan M. Levine D/B/A Completeadvisors

*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 Evan Levine 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 Complete Advisors

Evan Levine
Valley Stream, NY
Nainesh Shah
Valley Stream, NY

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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

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