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Howard Levine

J.h. Darbie & CO., Inc.

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About Howard Levine

Howard Levine is a financial professional with over 30 years of experience in the industry. Currently, Howard is registered with J.h. Darbie & Co., Inc. and has previously held positions with Oppenheimer & Co. Inc., Wunderlich Securities, Inc., Sanders Morris Harris Inc., Salomon Smith Barney Inc., and Lehman Brothers Inc. Howard holds several industry licenses including Series 7, Series 63, and SIE. Howard has also been registered in several states and is currently licensed in California, District of Columbia, Florida, Maine, Massachusetts and New York.

Firm Information

Howard Levine is currently registered with J.h. Darbie & CO., Inc.. J.h. Darbie & CO., Inc. is a Corporation registered with the SEC and in 46 states. Founded in June 1997, the firm offers advisory services including portfolio management for individuals and selection of other advisors. They also participate in wrap fee programs. They have approximately 9 employees, including licensed agents, investment advisor representatives, and registered representatives. The firm's website is HTTP://WWW.JHDARBIE.COM.

Not reported

Assets Under Management

Not reported

Total Clients

28

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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subadvisory and solicitations

Subadvisory and solicitations

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Subadvisory and solicitations

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Howard Levine’s Registration & Firm History

NY

11/01/2023 - Present

J.h. Darbie & CO., Inc. (NEW YORK NY)

NY

02/28/2017 - 03/29/2021

OPPENHEIMER & CO. INC. (NEW YORK NY)

NY

12/14/2012 - 02/28/2017

WUNDERLICH SECURITIES, INC. (New York NY)

NY

10/17/2008 - 12/17/2012

SANDERS MORRIS HARRIS INC. (NEW YORK NY)

NY

02/21/2003 - 11/04/2008

OPPENHEIMER & CO. INC. (NEW YORK NY)

NY

10/10/1994 - 02/27/2003

SALOMON SMITH BARNEY INC. (NEW YORK NY)

NY

02/26/1987 - 10/21/1994

LEHMAN BROTHERS INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 02/06/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/18/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/21/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Howard Levine.
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