Edward Levine
Edward Levine is a registered investment advisor at Osaic Wealth, INC., based in Hauppauge, NY, with 30 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
700 Veterans Memorial Hwy, Suite 307, Hauppauge, NY, 11788
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2014Customer Dispute
July 2001Other Business ActivitiesSells Insurance
Edward sells life and long-term care insurance, dedicating a few hours per week to this activity. He is also a partner at Pinnacle Tax Advisors, providing income tax and accounting services, and this takes about half of his time.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Pfa/pinnacle Financial Advisors
Royal Alliance Associates, INC.Broker
Asset & Financial Planning, LTD
Prime Capital Services, INC.Broker
David Lerner Associates, INC.Broker
Stratton Oakmont INC.Broker
State Registrations49 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.