Samuel David Levin
Investment adviser representative at Morgan Stanley
18 yearsExperience
2 statesRegistered in
$2TFirm assets
17 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 assetsFixed or flat feeCommissionsPerformance-basedOther
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
18 years in the industry.
- Morgan Stanley Private Bank, N.AMay 2023 to now
- Morgan StanleyApr 2023 to now
- Bank of America, N.A.Feb 2020 to Apr 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2019 to Apr 2023
- UpsNov 2019 to Dec 2019
- Combined Insurance Co., Chubb Insurance Co.Jun 2018 to Dec 2019
- Allstate Insurance, Ward AgencyMar 2017 to Mar 2018
- Broker-tov, LLCJul 2014 to Dec 2019
- Allstate Insurance, Davidson Financial GroupOct 2008 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Morgan Stanley
Legal name: Morgan Stanley Smith Barney LLC
$2TAssets managed
2,703,720Clients
23,165Advisers
17 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
- 7207879
- Firm CRD
- 149777