Steven Ira Levin

Employer firm

Newedge Advisors CRD 171351

$43.2B regulatory AUM 122 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 02/2015 → 12/2017
  United Planners' Financial Services Of America
  Pasadena, CA
• 06/2014 → 12/2017
  Penniall & Associates
  Pasadena, CA
• 12/2017 → 12/2018
  Dfpg Investments, Inc.
  Calabasas, CA
• 12/2017 → 08/2019
  American Financial Network Advisory Services, Llc
  Calabasas, CA
• 08/2019 → 03/2021
  Wealthsource Partners, Llc
  Marina Del Rey, CA
• 08/2021 → 11/2021
  Wealthsource Partners, Llc
  Marina Del Rey, CA
• 03/2021 → 08/2021
  Wealthsource Partners, Llc
  Marina Del Rey, CA
• 11/2021 → 10/2023
  Wealthsource Partners, Llc
  Marina Del Rey, CA
• 10/2023 → Present
  Newedge Advisors, Llc
  New Orleans, LA

Previous Registrations

• 2021-08-20 → 2023-11-06
  Wealthsource®
  Marina Del Rey, CA
• 2017-12-14 → 2020-01-02
  American Financial Network Advisory Services, Llc
  Los Angeles, CA
• 2015-08-20 → 2017-12-14
  Bridge Advisory Llc
  Pasadena, CA

Other Businesses

PINNACLE ESTATE PROPERTIES, INC.; INVESTMENT-RELATED BUSINESS; 23733 MALIBU ROAD, SUITE 500, MALIBU, CALIFORNIA 90265; REAL ESTATE BROKERAGE SERVICES; REAL ESTATE AGENT; OCTOBER 25, 2019 START DATE; 2 HOURS/MONTH DEVOTED; 0.5 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; ALL DUTIES OF A REAL ESTATE AGENT. NewEdge Advisors, LLC.; Start: 10/2023; DBA Financial North Partners {RIA}; Investment Related; Investment Advisor Representative; at reported business location.

Exams

• S66 Uniform Combined State Law Examination
  2015-08-19