Nicholas M Levine

$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:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
CT	RA	APPROVED	2026-02-03
TX	RA	APPROVED	2024-10-28

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Lincoln	RI	07/2024	Present
The Bulfinch Group	Needham Heights	MA	06/2024	07/2024
Shoreline Kitchen And Bar	Hull	MA	06/2023	01/2024
Unemployed	Mansfield	MA	01/2024	06/2024
Church St Tavern	Burlington	VT	06/2021	06/2023
University Of Vermont	Burlington	VT	08/2019	05/2023
Buffalo Wild Wings	Mansfield	MA	06/2017	05/2021
Mansfield High School	Mansfield	MA	09/2015	05/2019

07/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Lincoln, RI
06/2024 → 07/2024

The Bulfinch Group

Needham Heights, MA
06/2023 → 01/2024

Shoreline Kitchen And Bar

Hull, MA
01/2024 → 06/2024

Unemployed

Mansfield, MA
06/2021 → 06/2023

Church St Tavern

Burlington, VT
08/2019 → 05/2023

University Of Vermont

Burlington, VT
06/2017 → 05/2021

Buffalo Wild Wings

Mansfield, MA
09/2015 → 05/2019

Mansfield High School

Mansfield, MA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-10-11

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