Michael Levin
Michael Levin is a registered investment advisor at Janney Montgomery Scott LLC, based in Boca Raton, FL, with 45 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
2385 NW Executive Center Drive, Suite 200, Boca Raton, FL, 33431
Get directionsHistory
Regulatory History (3)
Customer Dispute
June 2007Customer Dispute
September 2005Customer Dispute
February 2001Other Business Activities
Michael is a board member and treasurer for Florence Fuller Child Development Centers, dedicating minimal time to reviewing financial budgets. He is also a board member, and now President, for Villa D'este Community HOA, dealing with community issues and spending minimal time on this role.
Employment History
Current Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Previous Registrations
Advest, INC.
Advest, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Painewebber IncorporatedBroker
Shearson Lehman Hutton INC.Broker
E. F. Hutton & Company INCBroker
State Registrations53 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.