SL
SL

Stephanie Levin

13 Years of Experience
Boca Raton, FL
Broker

Stephanie Levin is a registered investment advisor at Morgan Stanley, based in Boca Raton, FL, with 13 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

595 South Federal Highway, Suite 400, Boca Raton, FL, 33432

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Stephanie is a sole proprietor/owner of Sababa At LLC, a real estate business, and rental property in Mexico. She also works as a contractor for Inteletravel, a travel agency, and co-owns another rental property with family members.

Employment History
Current Registrations
Morgan Stanley
October 2023 - Present · 2 yrs 9 mos
Morgan StanleyBroker
October 2023 - Present · 2 yrs 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2013 - October 2023 · 10 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2012 - October 2023 · 11 yrs
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Stephanie Levin - Financial Advisor | TrueAdvisor