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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Levin is an investment advisor representative registered with Levin Capital Strategies, LP in New York and Texas. John Levin has been in the financial services industry since March 1984 and holds Series 4, 24, 27, 53, 63, and 65 licenses. Prior to joining Levin Capital Strategies, LP, John Levin was employed by LCS SECURITIES, LLC, LEVCO SECURITIES, INC., and JOHN A. LEVIN & CO., INC. John Levin's current role at Levin Capital Strategies, LP is Managing General Partner. John Levin also serves as an Associate of LCS, LLC, Chairman of River Partners Capital Management, L.P., Managing General Partner of River Partners Capital Management, G.P., LLC, and Chairman of RP TAX, LLC. John Levin's primary specialization is in Portfolio Management. John Levin primarily works with individuals and trusts, estates and charitable organizations.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
04/25/2006 - Present
Levin Capital Strategies, LP (NEW YORK NY)
NY
04/04/2006 - 06/11/2018
LCS SECURITIES, LLC (NEW YORK NY)
NY
01/01/1997 - 01/03/2006
LEVCO SECURITIES, INC. (NEW YORK NY)
NY
03/30/1984 - 01/01/1997
JOHN A. LEVIN & CO., INC. (NEW YORK NY)
IA
Issued 02/14/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/16/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/1984
Series 27 - Financial and Operations Principal Examination
BC
Issued 07/02/1984
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/13/1984
Series 4 - Registered Options Principal Examination
BC
Issued 12/12/1983
Series 24 - General Securities Principal Examination
BC
Issued 06/11/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
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