Scott Levin
Scott Levin is a registered investment advisor at LPL Financial LLC, based in Huntington, NY, with 31 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
11 Gary Place, Huntington, NY, 11743
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2001Criminal
December 1978Other Business ActivitiesSells Insurance
Scott solicits non-variable life insurance, annuities, disability insurance, long-term care, and health insurance through LFS Levin Financial Services, Inc. and his DBA, Levin Wealth Management Group, dedicating nearly all of his time to these activities. He also refers clients to Vanguard Funding, LLC for mortgage brokerage services, spending minimal time on this, and sells clothing on Poshmark.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Royal Alliance Associates, INC.Broker
Guardian Investor Services CorporationBroker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations8 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.