Stephen J. Levine

LATITUDE ADVISORS

Hewlett, NY

Some features on this profile are disabled

CRD#: 1601510

Professional summary

Stephen Jeffrey Levine is a registered financial advisor currently at LATITUDE ADVISORS, LLC located in Hewlett, New York and GWN SECURITIES INC. located in Hewlett, New York.

Stephen is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. Stephen has worked at 16 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

01/01/1998 - PRESENT SELL FIXED INSURANCE PRODUCTS, INCLUDING PROPERTY AND CASUALTY. TIME SPENT SELLING FIXED INSURANCE IS ABOUT 5% OF MY TIME DURING TRADING HOURS. COMPENSATED IS BY COMMISSIONS. 1998 TO PRESENT - HARBOR FINANCIAL INC FORMERLY (ACCESS = RESULTS, INC.) IS THE MARKETING NAME USED TO MARKET SECURITIES THROUGH BROKER/DEALER AND REGISTERED INVESTMENT ADVISORY COMPANY. ADDRESS IS 99 CRYSTAL CT, HEWLETT, NY 11557; TIME SPENT-95% DURING TRADING HRS TO MARKET INVESTMENT PRODUCTS AND SERVICES. TITLE-PRESIDENT; DUTIES-COMPENSATED BY COMMISSIONS & FEES GENERATED THROUGH GWN SECURITIES, INC. AND LATITUDE ADVISORS, LLC. - 10/2009-PRESENT POWER CONNECTIONS NETWORK - NASSAU COUNTY Is Not Investment Related, "99 Crystal Ct., , Hewlett, NY, 11557, United States", Networking and Leads Group, Owner, 9/24/2025, 10 hours per month,0 hours per month during trading hours, Other Compensation DESCRIPTION: "Creating a networking group under the DBA of Power Connections Network - Nassau County. My primary goal is to obtain introductions to Accountants to recruit into the investment business as well as obtaining prospects for investment clients. Compensation at the beginning will be a loss (business expense), eventually leading to a profit. If there is a profit, I will withdraw profit as compensation or draw a salary."

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephen Jeffrey Levine's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 24, 2010 - Present

LATITUDE ADVISORS, LLC

RIA

CRD#: 151001

Hewlett, NY

Current

November 18, 2009 - Present

GWN SECURITIES INC.

RIA

CRD#: 128929

HEWLETT, NY

Past

January 1, 2006 - November 18, 2009

MEDALLION ADVISORY SERVICES, LLC

RIA

CRD#: 113788

BROOKLYN, NY

Past

September 6, 2005 - November 18, 2009

MEDALLION INVESTMENT SERVICES, INC.

CRD#: 45314

BROOKLYN, NY

Past

April 5, 2004 - October 5, 2005

LONG ISLAND FINANCIAL GROUP, INC.

CRD#: 31148

ROSLYN, NY

Past

July 6, 2000 - April 6, 2004

HOCHMAN & BAKER SECURITIES, INC.

CRD#: 19949

STAMFORD, CT

Past

April 30, 1999 - December 13, 1999

LONG ISLAND FINANCIAL GROUP, INC.

CRD#: 31148

ROSLYN, NY

Past

June 9, 1998 - November 16, 1999

SIGNATOR INVESTORS, INC.

CRD#: 468

BOSTON, MA

Past

November 3, 1994 - June 10, 1998

NYLIFE SECURITIES LLC

CRD#: 5167

NEW YORK, NY

Past

September 15, 1993 - June 29, 1994

PMG SECURITIES CORPORATION

CRD#: 27107

ELGIN, IL

Past

July 23, 1992 - November 24, 1992

NYLIFE SECURITIES LLC

CRD#: 5167

NEW YORK, NY

Past

May 29, 1990 - June 5, 1992

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

CONSHOHOCKEN, PA

Past

May 25, 1989 - April 4, 1990

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

CRD#: 680

NEWARK, NJ

Past

May 25, 1989 - April 4, 1990

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

Past

April 25, 1989 - May 5, 1989

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

CRD#: 4039

Past

April 25, 1989 - May 5, 1989

EQUITABLE ADVISORS, LLC

CRD#: 6627

Past

January 22, 1988 - April 24, 1989

WILLIAM M. CADDEN & CO., INC.

CRD#: 16363

Past

December 23, 1986 - February 2, 1988

MACPEG, ROSS, O'CONNELL & GOLDABER, INC.

CRD#: 8297

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LATITUDE ADVISORS, LLC

BIG HORN ADVISORS, LLC | LATITUDE ADVISORS, LLC

CRD#: 151001 / SEC#: 801-70420

RIA

Registered Investment Advisory firm - (7/16/2009 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Connecticut
(8/12/2019)

Florida
(2/24/2021)

IAR

New Hampshire
(10/21/2025)

New Jersey
(11/18/2009)

New York
(11/18/2009)

IAR

New York
(8/9/2021)

North Carolina
(3/28/2019)

Pennsylvania
(1/3/2012)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/27/2005

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 2/9/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/20/1986

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 4/9/2001

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

LATITUDE ADVISORS, LLC

BIG HORN ADVISORS, LLC | LATITUDE ADVISORS, LLC

CRD#: 151001 / SEC#: 801-70420

RIA

Registered Investment Advisory firm - (7/16/2009 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Yorkville, IL

Mailing Address

Phone number

(630) 553-3730

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (26 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LATITUDE ADVISORS, LLC ADV BROCHURE (11/5/2025)

Regulatory assets under management

Total Number of Accounts	2,305
AUM (Assets Under Management)	$ 379,516,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Stephen J. Levine

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephen Jeffrey Levine's CRS (Customer Relationship Summary).

Certified licenses

Experience

GWN SECURITIES INC.

MEDALLION ADVISORY SERVICES, LLC

MEDALLION INVESTMENT SERVICES, INC.

LONG ISLAND FINANCIAL GROUP, INC.

HOCHMAN & BAKER SECURITIES, INC.

LONG ISLAND FINANCIAL GROUP, INC.

SIGNATOR INVESTORS, INC.

NYLIFE SECURITIES LLC

PMG SECURITIES CORPORATION

NYLIFE SECURITIES LLC

HORNOR, TOWNSEND & KENT, LLC

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

PRUCO SECURITIES, LLC.

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

EQUITABLE ADVISORS, LLC

WILLIAM M. CADDEN & CO., INC.

MACPEG, ROSS, O'CONNELL & GOLDABER, INC.

Primary Firm SEC Registration

LATITUDE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/27/2005

Series 63

Date: 2/9/1987

SIE

Date: 10/1/2018

Series 7

Date: 12/20/1986

Series 24

Date: 4/9/2001

FINRA

Current Firm

LATITUDE ADVISORS, LLC

Contact information

SEC notice filing (26 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LATITUDE ADVISORS, LLC

TRUST BUT VERIFY

Similar Advisors