Stephen Levine
Stephen Levine is a registered investment advisor at Cetera Investment Advisers LLC, based in Pearland, TX, with 15 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
Pearland, TX
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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 sells fixed insurance products, including life, disability, and long-term care, dedicating a few hours per week. He also owns Tradewins Financial, providing financial and insurance services, which takes nearly full-time hours, and Tradewins Financial, LLC for expense management, which takes minimal time. Stephen also participates in bass fishing tournaments for about a quarter of his time during the spring and summer.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Metlife Securities INC.Broker
State Registrations14 states
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