Steven Levinson
Steven Levinson is a registered investment advisor at Equitable Advisors, LLC, based in Deerfield, FL, with 37 years of industry experience. Steven 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, and 1 more. Their firm serves 69,432 clients with $38B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Equitable Advisors offers investment management through LPL Financial programs and third-party asset managers (TAMPs). Fees vary depending on the program and assets invested.
For LPL programs like SAM, fees are based on a percentage of your portfolio. In some cases, you can choose whether to pay transaction charges directly or have the advisor pay them, which affects the overall advisory fee.
When using TAMPs, the fees are determined by the TAMP and a portion is paid to Equitable Advisors. The specific fees, minimums, and arrangements vary by TAMP, so it's important to review their brochures.
Equitable Advisors also offers ERISA fiduciary services to retirement plans, with fees determined by the specific services provided.
Location
1500 NW 3rd Street, Suite 105, Deerfield, FL, 33442
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2006Customer Dispute
June 2005Other Business ActivitiesSells Insurance
Steven is the owner/president of Water Promotions, Inc., a supplier of custom-labeled bottled water, dedicating about 10-20% of his time. He is also an independent agent for outside fixed insurance sales and serves as executor and trustee for his mother's estate.
Employment History
Current Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Painewebber IncorporatedBroker
State Registrations7 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.