Bruce Levine
Bruce Levine is a registered investment advisor at First Needham Investments, INC., based in Needham, MA, with 20 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
Number of Clients
Average Client Portfolio
Fee Structure
First Needham does not directly manage investments. Instead, they connect you with other investment advisors who will manage your money. You'll pay those advisors directly, and First Needham gets a portion of that fee for the referral.
Location
75 Second Ave Suite 700, Needham, MA, 02494
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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
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.