Bruce Levine
Bruce Levine is a registered investment advisor at First Needham Investments, INC., based in Needham, MA, with 21 years of industry experience. Bruce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
75 Second Ave Suite 700, Needham, MA, 02494
Get directionsHistory
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
Bruce owns 52% of Levine Katz Nannis & Solomon PC (CPA or Accountant) and spent nearly full-time there until 2011. He also owns 50% of Levine,Caufield,Martin & Goldberg PC (CPA or Accountant) and spends nearly full-time there.
Employment History
Current Registrations
First Needham Investments, INC.
State Registrations1 state
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
More Advisors
- James Griglun, CFPMML Investors Services, LLC
- Michael Gross, CFP, PFSRising Tides Financial, LLC
- Richard Allred, CFA, CFPCommonwealth Financial Network
- Jierui Shen, CFPTransglobal Advisory, LLC
- Anastasia Canty, CFAT. Rowe Price Associates, INC.
- Jonathan Preston, CFPMML Investors Services, LLC