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Steven Ira Levin

Newedge Advisors

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About Steven Ira Levin

Steven Levin is a financial advisor with over 8 years of experience in the industry. Currently, Steven is an Investment Advisor Representative at Newedge Advisors, located in Marina Del Ray, CA. Previously, Steven was registered with DFPG INVESTMENTS, INC. in Calabasas, CA and UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER in Pasadena, CA. Steven is licensed in California and holds the Series 7, Series 24, Series 66 and SIE licenses. Steven specializes in providing financial planning, pension consulting, selection of other advisors, and portfolio management for both individuals and businesses.

Firm Information

Steven Levin is currently registered with Newedge Advisors. Newedge Advisors is an investment advisor with over $10 billion in assets under management. They provide a wide range of financial planning and advisory services to individuals, businesses, charitable organizations, pension plans, and high-net-worth individuals. The firm has over 396 investment advisor representatives and 194 registered representatives located throughout the United States. Newedge Advisors also offers wrap fee programs.
Newedge Advisors

858 CAMP STREET

NEW ORLEANS, LA 70130

$18.43B

Assets Under Management

141

Total Clients

420

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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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.

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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percentage of assets

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

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Steven Levin’s Registration & Firm History

CA

10/06/2023 - Present

Newedge Advisors (Marina Del Ray CA)

CA

12/13/2017 - 12/31/2018

DFPG INVESTMENTS, INC. (Calabasas CA)

CA

04/22/2015 - 12/12/2017

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (PASADENA CA)

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Licenses & Designations

BOTH

Issued 08/19/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/22/2016

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/22/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Steven Ira Levin.
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