Brandon Levine
Brandon Levine is a registered investment advisor at Janney Montgomery Scott LLC, based in Palm Beach Gardens, FL, with 18 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 239,256 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Janney charges a fee based on a percentage of the assets managed in your account. This fee covers investment management, trading, custody, and performance reporting. Fees are negotiable and may vary based on the size of your account and the services provided. Janney may also offer investment advisory services on a non-wrap basis, where you pay separately for transactions and custody.
Location
3001 PGA Boulevard, Suite 200, Palm Beach Gardens, FL, 33410
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2016Other Business Activities
Brandon owns a music publication and distribution business called "In 1st Place" since 2022. He dedicates minimal time to self-publishing music distribution and production via a website and streaming services.
Employment History
Current Registrations
Janney Montgomery Scott LLCBroker
Janney Montgomery Scott LLC
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
UBS Financial Services INC.Broker
UBS Financial Services INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Oppenheimer & CO. INC.Broker
State Registrations28 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.