Edward Levin
Edward Levin is a registered investment advisor at UBS Financial Services INC., based in Newport Beach, CA, with 34 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 1,134,581 clients with $810B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
UBS Financial Services Inc. offers financial planning services for a fee, with costs ranging from $500 to $50,000, though most clients pay between $1,000 and $10,000. Fees exceeding $50,000 but not more than $100,000 may be permitted for complex situations involving relationships with a net worth of $100 million or more. The fees are negotiable and may vary based on the range of services selected, the scope of the engagement, the complexity of the services, the nature and amount of client assets involved, and the financial advisor's business model.
Location
888 San Clemente Drive, Suite 300, Newport Beach, CA, 92660
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 1999Other Business ActivitiesSells Insurance
Edward is a member of the board and chair of the investment committee for the Jewish Community Foundation of Orange County since 2013, focusing on endowment fundraising. He also serves as a trustee for two life insurance trusts, one established in 2010 and another in 2020, where he monitors policies and pays annual life insurance premiums.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Previous Registrations
Kidder, Peabody & CO. IncorporatedBroker
First Interstate Capital Markets, INC.Broker
State Registrations28 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.