Steven Ira Levin
Investment adviser representative at Newedge Advisors
12 yearsExperience
1 stateRegistered in
$43.2BFirm assets
12 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 assetsHourlyFixed or flat fee
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
12 years in the industry.
- Newedge Advisors, LLCOct 2023 to now
- Wealthsource Partners, LLCAug 2019 to Oct 2023
- American Financial Network Advisory Services, LLCDec 2017 to Aug 2019
- Dfpg Investments, Inc.Dec 2017 to Dec 2018
- United Planners' Financial Services of AmericaFeb 2015 to Dec 2017
- Penniall & AssociatesJun 2014 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (CA).
Newedge Advisors
Legal name: Newedge Advisors, LLC
$43.2BAssets managed
49,898Clients
603Advisers
12 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
- 5984170
- Firm CRD
- 171351