Peter Benjamin Levin
Investment adviser representative at Cantor Fitzgerald Investment Advisors
19 yearsExperience
1 stateRegistered in
$3.2BFirm assets
14 yearsFirm in business
Are you Peter Benjamin Levin? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Cantor Fitzgerald Investment AdvisorsMay 2021 to now
- Cantor Fitzgerald & Co.May 2021 to now
- Ivy Distributors, IncMar 2007 to Apr 2021
- Waddell & Reed, Inc.Mar 2007 to Aug 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (FL).
Cantor Fitzgerald Investment Advisors
Legal name: Cantor Fitzgerald Investment Advisors, L.P.
$3.2BAssets managed
1,295Clients
26Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2194781
- Firm CRD
- 159296