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Max Levinson

Stonex Financial Inc.

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About Max Levinson

Max Levinson is a financial professional with over 20 years of experience in the securities industry. Max is currently registered with Stonex Financial Inc. in New York. Prior to joining Stonex Financial Inc., Max was employed by several other firms, including MCAP LLC, Cantor Fitzgerald & Co., and Brean Capital, LLC. Max holds the Series 3, 7, 55, and 63 licenses.

Firm Information

Max Levinson is currently registered with Stonex Financial Inc.. Stonex Financial Inc. is a Corporation that was formed on May 29, 1998 and is registered in 53 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

374

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.

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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Max Levinson’s Registration & Firm History

NY

02/02/2022 - Present

Stonex Financial Inc. (NEW YORK NY)

NY

11/16/2018 - 01/11/2022

MCAP LLC (New York NY)

CT

08/22/2016 - 04/19/2018

CANTOR FITZGERALD & CO. (DARIEN CT)

CT

07/08/2014 - 08/17/2016

BREAN CAPITAL, LLC (DARIEN CT)

NY

05/15/2013 - 05/16/2014

E D & F MAN CAPITAL MARKETS INC. (NEW YORK NY)

CT

03/01/2013 - 05/28/2013

NAVIGATE ADVISORS (STAMFORD CT)

NY

04/26/2011 - 12/05/2011

BNP PARIBAS SECURITIES CORP. (NEW YORK NY)

NY

07/31/2002 - 04/03/2008

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

NY

03/08/1999 - 01/11/2001

MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)

NY

10/07/1996 - 06/12/1998

MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)

NY

10/07/1996 - 06/12/1998

MORGAN STANLEY MARKET PRODUCTS INC. (NEW YORK NY)

NY

04/25/1995 - 03/01/1996

THE NIKKO SECURITIES CO. INTERNATIONAL, INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 04/18/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/19/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/18/2012

Series 3 - National Commodity Futures Examination

BC

Issued 11/20/2002

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 08/15/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Max Levinson.
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