Steven Levin (CRD# 5984170) is an Investment Advisor Representative working at Newedge Advisors in Marina Del Rey, CA and has over 8 years of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6724246
Modern Assets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealthsource Partners, LLC | Marina Del Rey, CA | Nov 2021 - Current | 2 |
| Wealthsource Partners, LLC | Marina Del Rey, CA | Aug 2021 - Nov 2021 | < 1 |
| Wealthsource Partners, LLC | Marina Del Rey, CA | Mar 2021 - Aug 2021 | < 1 |
| Wealthsource Partners, LLC | Marina Del Rey, CA | Aug 2019 - Mar 2021 | 1 |
| American Financial Network Advisory Services, LLC | Calabasas, CA | Dec 2017 - Aug 2019 | 1 |
| Dfpg Investments, Inc. | Calabasas, CA | Dec 2017 - Dec 2018 | 1 |
| United Planners' Financial Services Of America | Pasadena, CA | Feb 2015 - Dec 2017 | 2 |
| Penniall & Associates | Pasadena, CA | Jun 2014 - Dec 2017 | 3 |
| Arnold Morris Palmer | Pasadena, CA | Nov 2011 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2015 |
- CA
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Total Assets Under Management18,432MILLIONS
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Total Number of Accounts62,249ACCOUNTS
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Average Account Value$296,108
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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