Jeffrey Levin, financial advisor Palm Beach Gardens FL

Jeffrey Levin

CRD Number: 1242982
Current Firm: Dakota Wealth, LLC

Jeffrey Levin (CRD# 1242982) is an Investment Advisor Representative working at Dakota Wealth, LLC in Palm Beach Gardens, FL and has over 39 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Dakota Wealth Management, LLC Richmond, VA Jan 2022 - Current 2
Pineno & Levin Asset Management Inc. Richmond, VA Sep 1994 - Feb 2022 27
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1984
S65 NASAA Investment Advisors Law Examination Apr 1992
Contact Info for Jeffrey D. Levin
Phone Number: (561) 774-8101
Registered State(s):
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    5,334
    MILLIONS
  • Total Number of Accounts
    9,720
    ACCOUNTS
  • Average Account Value
    $548,779
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AZ, CA, CO, CT, DC, FL, GA, IL, LA, MA, MD, ME, MI, MN, MT, NC, ND, NE, NH, NJ, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, VA, VT, WA, WI

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