Cary Levine, financial advisor Jupiter FL
81 score

Cary Levine

CRD Number: 3127758
Current Firm: National Asset Management, Inc.

Cary Levine (CRD# 3127758) is an Investment Advisor Representative working at National Asset Management, Inc. in Jupiter, FL and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
National Securities Corporation Jupiter, FL Nov 2013 - Current 3
Gilman Ciocia, Inc. Jupiter, FL Sep 2000 - Current 16
Abel Jupiter, FL Jan 2012 - Jan 2015 3
Asset & Financial Planning, Ltd Jupiter, FL May 2001 - May 2014 13
Prime Capital Services, Inc. Jupiter, FL Sep 2000 - Nov 2013 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Cary M. Levine
Phone Number: 206-343-6238
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    1,051
    MILLIONS
  • Total Number of Accounts
    5,573
    ACCOUNTS
  • Average Account Value
    $188,616
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
81

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