Steven Lawrence Levinson

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 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

• 06/2009 → 12/2023
  Ameriprise Financial Services, Inc.
  Boca Raton, FL
• 12/2023 → Present
  Equitable Advisors, Llc
  New York, NY

Previous Registrations

• 2009-06-19 → 2023-12-15
  Ameriprise Financial Services, Llc
  Boca Raton, FL
  Boca Raton, FL
  Deerfield Beach, FL
  Boca Raton, FL
• 2003-05-12 → 2009-06-17
  Wells Fargo Clearing Services, Llc
  Boca Raton, FL
  Boca Raton, FL
  Boca Raton, FL

Other Businesses

1. BUSINESS OWNERSHIP: WATER PROMOTIONS, INC, 1500 NW 3RD ST, STE 105, OWNER/PRESIDENT, SUPPLIER OF CUSTOM LABEL BOTTLED WATER TO THE SPECIALTY ADVERTISING/PROMOTIONAL INDUSTRY, 30HRS/MO 12/23/2023: 2. Independent agent, outside fixed insurance sales. EXECUTOR FOR MOTHERS ESTATE.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-02-06
• S63 Uniform Securities Agent State Law Examination
  1988-12-29

Other Names

• Steve L Levinson