Peter Levine, financial advisor Bay Ridge NY

Peter Levine

CRD Number: 1500411
Current Firm: Osaic Institutions, Inc.

Peter Levine (CRD# 1500411) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Bay Ridge, NY and has over 37 years of experience in the finance industry.

Similar Advisors
Danna Jacobs, financial advisor Bay Ridge NY
Danna Jacobs
CRD# 5366446
Legacy Care Wealth, LLC
Similar Advisors
Michael Kay, financial advisor Bay Ridge NY
Michael F. Kay
CRD# 1420183
Financial Life Focus, LLC
Similar Advisors
David Fowler, financial advisor Bay Ridge NY
David A. Fowler
CRD# 5146297
Origin Investment Advisory LLC
Company Name Location Dates Years
Infinex Investments, Inc. Meriden, CT Sep 2022 - Current 1
Apple Bank Forest Hills, NY Sep 2022 - Current 1
Planit New York Staffing Corona, NY May 2022 - Current 1
Fdm Associates Inc Dba Spar Field Services Inc. Red Bank, NJ Mar 2011 - Current 13
Jp Morgan Chase Bank, N.a. Brooklyn, NY Jan 2020 - Sep 2022 2
Jp Morgan Securities, LLC Brooklyn, NY Jan 2020 - Sep 2022 2
Hospitality Staffing LLC New York, NY Sep 2019 - May 2022 2
Unemployed Forrest Hills, NY Nov 2019 - Dec 2019 < 1
Hsbc Massapequa, NY Oct 2016 - Oct 2019 3
Hsbc Securities Usa, Inc. Massapequa, NY Oct 2016 - Oct 2019 3
Td Ameritrade, Inc. Forest Hills, NY Feb 2015 - Oct 2016 1
Amerivest Investment Management LLC Forest Hills, NY Feb 2015 - Oct 2016 1
Hsbc Securities (usa) Inc. Long Island City, NY Apr 2012 - Jan 2015 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1986
S66 NASAA Uniform Combined State Law Examination Sep 2012
Contact Info for Peter Levine
Phone Number: 203-599-6000
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    2,815
    MILLIONS
  • Total Number of Accounts
    8,831
    ACCOUNTS
  • Average Account Value
    $318,724
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
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, WY

Ready to hire a financial advisor? Get competitive proposals from Peter Levine and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.