Michael Levine
Michael Levine is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Short Hills, NJ, with 31 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
51 John F Kennedy Pkwy 5th Fl, Office Center at Short Hills, Short Hills, NJ, 07078
Get directionsHistory
Regulatory History (5)
Customer Dispute
August 2022Regulatory
October 2013Customer Dispute
October 2011Customer Dispute
November 2000Customer Dispute
October 2000Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Salomon Smith Barney INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
First American National Securities, INC.Broker
State Registrations35 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.
Exams
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