Gregory R. Levinson
Professional summary
Gregory Robert Levinson, who also goes by Greg R Levinson, Greg Levinson, is a registered financial advisor currently at SUNCOAST CAPITAL MANAGEMENT located in Osprey, Florida.
Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Gregory has worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Robert Levinson's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 12, 2024 - Present
SUNCOAST CAPITAL MANAGEMENT
April 15, 2008 - August 23, 2017
SCHOONER INVESTMENT GROUP LLC
May 16, 1996 - November 10, 1998
BNP PARIBAS BROKERAGE SERVICES, INC.
June 7, 1993 - June 15, 1995
UBS FINANCIAL SERVICES INC.
November 11, 1992 - May 25, 1993
GRUNTAL & CO., L.L.C.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/12/2024)
(7/15/2024)
Exams
Current Firm
SUNCOAST CAPITAL MANAGEMENT
CRD#: 330256 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 2 |
| AUM (Assets Under Management) | $ 1,200,000 |
Red Flags
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