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Robert Lawrence Levine

Clear Point Advisors, Inc.

Melville, NY

CRD 4497608

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Employer firm

Clear Point Advisors, Inc. CRD 111775

$253M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Educational seminars

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

Current Employers
Clear Point Advisors, Inc.

1 Huntington Quadrangle Suite 1S01, Melville, NY 11747 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-12-21
  • NY RA
    APPROVED
    Since 2021-12-21

Branch Locations

1 Huntington Quadrangle Suite 1S01, Melville, NY 11747 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Clear Point Advisors Inc Melville NY 12/2010 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-12-21
  • S65 Uniform Investment Adviser Law Examination
    2021-12-21

View on SEC IAPD

Nearby Firms

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Nearby Investors

STEVEN CHARLES BRILL
BARRY EVAN DAMPF
AMANPREET SINGH KOHLI

Nearby Offices

APS WEALTH MANAGEMENT, LLC · MELVILLE, NY
LI WEALTH MANAGEMENT INC · MELVILLE, NY
VOYA FINANCIAL ADVISORS, INC. · MELVILLE, NY

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