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Howard Jay Levine

29 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
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Location

188 S. Main Street, Stowe, VT, 05672

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Howard is the owner of Hanover Financial Group and an IAR for Continuum Advisors LLC, both providing investment and financial planning advice, each taking a full-time commitment. Howard also sells life and disability insurance through Howard Levine Insurance Sales, dedicating minimal time to this activity.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
August 2024 - Present · 1 yr 6 mos
Continuum Advisory, LLC
October 2016 - Present · 9 yrs 4 mos
Previous Registrations
Triad Advisors LLCBroker
November 2017 - August 2024 · 6 yrs 9 mos
Signator Investors, INC.
May 2016 - November 2017 · 1 yr 6 mos
Signator Investors, INC.Broker
May 2016 - November 2017 · 1 yr 6 mos
Transamerica Financial Advisors, INC.
June 2004 - May 2016 · 11 yrs 11 mos
Transamerica Financial Advisors, INCBroker
April 2002 - May 2016 · 14 yrs 1 mo
Jefferson Pilot Securities CorporationBroker
February 2000 - April 2002 · 2 yrs 2 mos
Invest Financial CorporationBroker
April 1999 - February 2000 · 10 mos
Citizens Financial Services INC.Broker
October 1998 - May 1999 · 7 mos
Intersecurities, INC.Broker
September 1996 - September 1998 · 2 yrs
MML Investors Services, INC.Broker
May 1996 - September 1996 · 4 mos
State Registrations12 states
CAFLMAMTNHNYORPATXVAVTWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Howard Jay Levine - Financial Advisor | TrueAdvisor