Michelle Levine, financial advisor Shelton CT
93 score

Michelle Levine

CRD Number: 3157286
Current Firm: Ast Investment Services, Inc.

Michelle Levine (CRD# 3157286) is an Investment Advisor Representative working at Ast Investment Services, Inc. in Shelton, CT and has over 15 years of experience in the finance industry.

Company Name Location Dates Years
Prudential Annuities Distributors Shelton, CT Nov 2007 - Current 9
Ast Investment Services Shelton, CT Mar 2006 - Current 10
Prudential Insurance Company Of America Shelton, CT May 2003 - Current 13
Ann Taylor Trumbull, CT May 1996 - Current 20
Fairfield University Fairfield, CT Jun 1993 - Current 23
American Skandia Marketing Shelton, CT Dec 1996 - Nov 2007 10
American Skandia Marketing, Inc. Shelton, CT Dec 1996 - Nov 2007 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2003
S65 NASAA Investment Advisors Law Examination Mar 2001
Contact Info for Michelle I. Levine
Phone Number: 973-367-6608
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from Michelle Levine and other advisors.
Clean Record
This advisor has a clean track record with regulators.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.