Robert Lawrence Levine
Investment adviser representative at Clear Point Advisors, Inc.
16 yearsExperience
1 stateRegistered in
$253.4MFirm assets
28 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Clear Point Advisors, Inc.Dec 2010 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (NY).
Clear Point Advisors, Inc.
$253.4MAssets managed
151Clients
3Advisers
28 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
- 4497608
- Firm CRD
- 111775