LL
LL
Lewis Levine is a registered investment advisor at Morgan Stanley, based in South Orange, NJ, with 38 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
South Orange, NJ
Get directionsHistory
Regulatory History (1)
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Customer Dispute
December 1999Settled
Employment History
Current Registrations
Morgan Stanley
February 2017 - Present · 9 yrs 3 mos
Morgan Stanley
February 2017 - Present · 9 yrs 3 mos
Morgan StanleyBroker
February 2017 - Present · 9 yrs 3 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2009 - February 2017 · 7 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2009 - February 2017 · 7 yrs 8 mos
Morgan Stanley Smith BarneyBroker
June 2009 - June 2009 · 0 mos
Morgan Stanley Smith Barney LLC
June 2009 - June 2009 · 0 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
June 2005 - April 2007 · 1 yr 10 mos
Morgan Stanley
June 2005 - April 2007 · 1 yr 10 mos
Citigroup Global Markets INC.
October 2002 - June 2005 · 2 yrs 8 mos
Citigroup Global Markets INC.Broker
April 1994 - June 2005 · 11 yrs 2 mos
Ryan, Beck & CO.Broker
August 1989 - May 1994 · 4 yrs 9 mos
PNC Securities CORPBroker
January 1989 - February 1989 · 1 mo
The Stuart-James Company, INC.Broker
February 1987 - May 1987 · 3 mos
J. B. Hanauer & CO.Broker
July 1984 - February 1986 · 1 yr 7 mos
State Registrations22 states
AZCACOCTDEFLGAILKSMDMEMNMTNCNJNYPARISCTXVAVT
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.