Melissa Levine
Melissa Levine is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Harrison, NY, with 39 years of industry experience. Melissa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
500 Mamaroneck Ave #320, Harrison, NY, 10528
Get directionsHistory
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Melissa is a sales associate for doTERRA, selling essential oils, and an independent insurance agent selling fixed insurance products, dedicating full-time hours to the latter. She also owns rental resort property and operates several financial services businesses, including Plan4Goals, Melissa Levine & Co, and Plan4GoalsLLC, spending significant time on the first two.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Ing Financial Partners, INC
Ing Financial Partners, INC
Voya Financial Advisors, INC.Broker
Green Hill Financial Service CorporationBroker
State Registrations20 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.