Mark B Levin

Employer firm

Capital Analysts CRD 162200

$8.77B regulatory AUM 57 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

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

Current Employers

Capital Analysts

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-05-13

NY RA
APPROVED

Since 2021-05-13

Branch Locations

646 Long Island Avenue Suite 1, Deer Park, NY 11729 • United States

Lincoln Investment

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-03-25

NY RA
APPROVED

Since 2021-03-25

Branch Locations

601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States

646 Long Island Avenue Suite 1, Deer Park, NY 11729 • 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

Organization	City	State	From	To
Park Avenue Securities	Bohemia	NY	03/2003	Present
Preferred Financial Group	Jericho	NY	04/2004	Present
Lincoln Investment	Jericho	NY	08/2010	Present

03/2003 → Present

Park Avenue Securities

Bohemia, NY
04/2004 → Present

Preferred Financial Group

Jericho, NY
08/2010 → Present

Lincoln Investment

Jericho, NY

Other Businesses

YOUR PERSONAL BROKER, INC. POSITION: Owner/president Insurance sales an investments sales NATURE: Insurance and Investments INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 06/01/2011 ADDRESS: 646 Long Island Avenue, Suite 1, Deer Park NY 11729 DESCRIPTION: Your Personal Broker is the corporation I use for the Linocln branch #520 and for my insurance sales

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2003-04-23

S63 Uniform Securities Agent State Law Examination

2003-04-23

View on SEC IAPD