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Steven Harlen Levine

Morgan Stanley

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About Steven Harlen Levine

Steven Levine is a financial advisor at Morgan Stanley. Steven has been in the financial services industry since 1987, and has worked for several firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, UBS Financial Services Inc, and First Republic Securities Company, LLC. Steven holds Series 7, 31, and 63 licenses. Steven Levine is registered to provide investment advice in 53 states and is also registered as an Investment Advisor Representative in California, Florida and Texas. Steven Levine offers financial planning, portfolio management for businesses and individuals, and educational seminars. Steven Levine's specialties include providing investment advice to high-net-worth individuals, insurance companies, and charitable organizations.

Firm Information

Steven Levine is currently registered with Morgan Stanley. Morgan Stanley is a Limited Liability Company based in PURCHASE, NY, formed in 2009. They offer a wide range of advisory services, including financial planning, pension consulting, educational seminars, and selection of other advisors. Their client base includes individuals, high-net-worth individuals, investment clubs, corporations, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Morgan Stanley manages approximately $10 billion to $50 billion in assets. Their website addresses are HTTP://WWW.MORGANSTANLEYCLIENTSERV.COM and HTTP://WWW.MORGANSTANLEY.COM.
Morgan Stanley

2000 WESTCHESTER AVENUE

PURCHASE, NY 10577-2530

$1.40T

Assets Under Management

335,385

Total Clients

23,624

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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asset allocation advice

Asset allocation advice

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

See schedule d miscellaneous

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Steven Levine’s Registration & Firm History

FL

04/05/2023 - Present

Morgan Stanley (Miami FL)

FL

09/21/2018 - 05/02/2023

FIRST REPUBLIC SECURITIES COMPANY, LLC (PALM BEACH FL)

CA

01/16/2009 - 10/02/2018

UBS FINANCIAL SERVICES INC. (LOS ANGELES CA)

CA

11/03/2004 - 02/10/2009

CREDIT SUISSE SECURITIES (USA) LLC (LOS ANGELES CA)

NY

06/11/1999 - 11/01/2004

MORGAN STANLEY DW INC. (PURCHASE NY)

NY

01/30/1995 - 06/04/1999

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NJ

01/18/1993 - 03/09/1995

DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)

NY

07/09/1990 - 02/04/1993

LEHMAN BROTHERS INC. (NEW YORK NY)

NY

07/21/1987 - 06/29/1990

SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 07/10/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/30/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/22/2004

Series 31 - Futures Managed Funds Examination

BC

Issued 07/18/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There is public disclosure for Steven Harlen Levine. Review regulatory record here.
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