SL
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Samuel Levin is a registered investment advisor at Morgan Stanley, based in Philadelphia, PA, with 6 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
1650 Market Street 42nd Floor, Philadelphia, PA, 19103
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Regulatory History (3)
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Financial
March 2019Final
Financial
July 2018Final
Financial
February 2018Final
Other Business Activities
Samuel is a General Partner/Managing Member of Broker-Tov, LLC, a company specializing in single and multi-family residences for fix/flip or buy/hold to rent, since 2014. He spends minimal time on duties including rent collection and property management services.
Employment History
Current Registrations
Morgan Stanley
May 2023 - Present · 3 yrs
Morgan StanleyBroker
May 2023 - Present · 3 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2020 - April 2023 · 2 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2020 - April 2023 · 3 yrs 2 mos
State Registrations24 states
ALAZCACTDCDEFLHIIAMAMDMONCNJNYOHORPATNTXUTVAWAWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.