Peter Levine is a registered investment advisor at Osaic Institutions, INC., based in Staten Island, NY, with 37 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning. Their firm serves 7,211 clients with $4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for customized advisory services are based on the value of your portfolio and are negotiable. The maximum advisory fee is 2.50%. You may pay monthly or quarterly account fees, either in advance or after the service is provided. These fees are directly deducted from your account. If you invest in mutual funds or ETFs, you'll pay advisory fees to both the fund manager and Osaic Institutions. If the custom advisory services apply to annuities for which the advisor receives trail compensation, such trail fees generally will be used to offset the advisory fee.
Location
2626 Hylan Boulevard, Suite 2, Staten Island, NY, 10306
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Peter works for Planit New York Staffing as a waiter and bartender, dedicating minimal time. He also works as a merchandiser for FDM Associates Inc DBA Spar Field Services Inc., spending a few hours per week.
Employment History
Current Registrations
Osaic Institutions, INC.
Osaic Institutions, INC.Broker
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Hsbc Securities (USA) INC.Broker
Hsbc Securities (USA) INC.
Amerivest Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
Hsbc Securities (USA) INC.
Hsbc Securities (USA) INC.Broker
LPL Financial LLCBroker
Capital One Investment Services LLCBroker
Hsbc Brokerage (USA) INC.Broker
Republic Financial Services CorporationBroker
1717 Capital Management CompanyBroker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations2 states
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.