Edward Levine
Edward Levine is a registered investment advisor at Osaic Wealth, INC., based in Hauppauge, NY, with 31 years of industry experience. Edward is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 5 more. Their firm serves 575,512 clients with $230B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers several investment management programs where fees are charged as an annual percentage of your portfolio, typically billed monthly or quarterly. Because individual financial professionals negotiate their own fee schedules and programs vary by platform, exact rates depend on the specific account type and manager selected.
- Advisor Managed Portfolios and Unified Managed Account Programs — Fees vary based on negotiations with your financial professional and the specific asset allocation models or third-party managers chosen.
- Plan Participant Retirement Program — Annual management fees charge up to 3.00% of your account assets, structured as a fixed percentage or a tiered fee schedule.
- Program Annuities — Annual advisory fees for managing outside annuities will not exceed 1.50% of program assets for new accounts.
Account minimums vary widely by program, ranging from $5,500 to $10,000 for certain automated or platform accounts, while other programs depend on the specific investment product or third-party manager.
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.
Exams
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