Vitaliy Levine

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 07/2013 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
• 07/2013 → Present
  Bank Of America, N.A.
  Jacksonville, FL

Previous Registrations

• 2011-03-14 → 2013-07-10
  Strategic Advisers Llc
  Jacksonville, FL

Other Businesses

Status: APPRVD I*1122248 For profit or not for profit: Entity For Profit Name of outside business organization: VL REI Holdings LLC Investment related: N Address of business: fort lauderdale, Florida, 33301 Nature of business: ["Limited Liability Company"] Position, title, association: ["Owner"], Start date of relationship: 1/1/2023 Number of hours devoted: 15 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , Buying and selling investment real estate

Exams

• S66 Uniform Combined State Law Examination
  2011-03-11
• S63 Uniform Securities Agent State Law Examination
  2007-12-03

Other Names

• Vitaliy Rakhmanov
• Vitaliy Levine
• Vitaliy Rakhmanov