Mark Levitch (CRD# 5966107) is an Investment Advisor Representative working at Ibn Financial Services, Inc. in Liverpool, NY and has over 14 years of experience in the finance industry.
CRD# 5591004
Cadaret Grant & Co Inc.
CRD# 1200413
Rbc Capital Markets, LLC
CRD# 828730
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial | Plainview, NY | Sep 2011 - Current | 12 |
| Levitch & Kriegsman LLP | Plainview, NY | Jun 1999 - Current | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2011 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2010 |
- NJ
-
Total Assets Under Management163MILLIONS
-
Total Number of Accounts830ACCOUNTS
-
Average Account Value$196,459
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CT, FL, ID, KS, KY, LA, MA, MD, NE, NJ, NY, OR, PA, RI, TN, TX, VA, WA
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