Bruce Charles Levine

Employer firm

First Needham Investments, Inc. CRD 129192

Reported services (Item 5G)

• Selection of other advisers
• REVIEW OF ACTIVITIES OF INVESTMENT MANAGERS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2001 → Present
  First Needham Investments
  Needham, MA
• 08/2011 → Present
  Levine Caufield Martin & Goldberg Pc
  Needham, MA

Other Businesses

1) BUSINESS NAME: LEVINE KATZ NANNIS & SOLOMON PC | OWNER: SELF, RELATIONSHIP: , CLIENT OF NFPSI: FALSE, PERCENTAGE OF OWNERSHIP : 52, | HOURS PER MONTH: 200 | NATURE OF BUSINESS: CPA OR ACCOUNTANT |START DATE: 10/01/1985 END DATE 8/11/2011 2) BUSINESS NAME: BRUCE LEVINE | OWNER: SELF, RELATIONSHIP: , CLIENT OF NFPSI: FALSE, PERCENTAGE OF OWNERSHIP : 100, | HOURS PER MONTH: 5 | NATURE OF BUSINESS: INSURANCE |START DATE: 02/01/2000 3) BUSINESS NAME: FIRST NEEDHAM INVESTMENTS INC | OWNER: SELF, RELATIONSHIP: , CLIENT OF NFPSI: FALSE, PERCENTAGE OF OWNERSHIP : 25, | HOURS PER MONTH: 5 | NATURE OF BUSINESS: INVESTMENT ADVISORY |START DATE: 02/01/2000 4) BUSINESS NAME: 23 WILMINGTON LLC | HOURS PER MONTH: 1 | NATURE OF BUSINESS: REAL ESTATE |START DATE: 12/01/2003 END DATE 12/31/2014 5) BUSINESS NAME: PANNAWAY REALTY ASSOCIATES | HOURS PER MONTH: 5 | NATURE OF BUSINESS: REAL ESTATE |START DATE: 09/01/1979 6)BUSINESS NAME: LEVINE,CAUFIELD,MARTIN & GOLDBERG PC | OWNER: SELF, RELATIONSHIP: , CLIENT OF NFPSI: FALSE, PERCENTAGE OF OWNERSHIP : 50, | HOURS PER MONTH: 200 | NATURE OF BUSINESS: CPA OR ACCOUNTANT | START DATE: 08/12,2011

Exams

• S66 Uniform Combined State Law Examination
  1999-12-10