Stephen Levine
Stephen Levine is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Bohemia, NY, with 61 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
630 Johnson Avenue, Suite 106, Bohemia, NY, 11716
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Stephen operates Stephen Levine & Associates LTD as a DBA for tax purposes since 1978. He is also an independent insurance agent selling life, accident, and health insurance products, dedicating minimal time to this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Walnut Street Securities, INC.Broker
Nathan & Lewis Securities, INC.Broker
Berkshire Equity Sales, INC.Broker
Bonded Planning CorporationBroker
State Registrations30 states
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