Samuel Levin is a registered investment advisor at Morgan Stanley, based in Philadelphia, PA, with 6 years of industry experience. Samuel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
1650 Market Street 42nd Floor, Philadelphia, PA, 19103
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Regulatory History (3)
Financial
March 2019Financial
July 2018Financial
February 2018Other 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
Morgan StanleyBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations26 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.
Exams
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