Steven Levine is a registered investment advisor at Morgan Stanley, based in Miami, FL, 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
200 South Biscayne Boulevard, Suite 1100, PWM - Latin America, Miami, FL, 33131
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Regulatory History (1)
Customer Dispute
November 1998Other Business Activities
Steven owns rental property in Miami, Florida since March 2021, spending minimal time on it after business hours. He also owns Matilda SHL, LLC, a real estate business in Miami, Florida since July 2024, spending minimal time on property management after business hours.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
First Republic Securities Company, LLCBroker
First Republic Investment Management, INC.
UBS Financial Services INC.Broker
UBS Financial Services INC.
Credit Suisse Securities (USA) LLC
Credit Suisse Securities (USA) LLCBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Donaldson, Lufkin & Jenrette Securities CorporationBroker
Lehman Brothers INC.Broker
Smith Barney, Harris Upham & CO., IncorporatedBroker
State Registrations53 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.