AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
GL

Gary M. Levine

Some features on this profile are disabled
CRD#: 2352874
GL

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Gary Mark Levine was a registered financial professional .

Gary is a previously registered financial professional and started their career in finance in 2000. Gary had worked at 9 firms and has passed the Series 7A and Series 25 exams.

Question & Answer

Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

September 13, 2017 - December 22, 2017

MERIDIAN EQUITY PARTNERS, INC.

BD
CRD#: 133849
NEW YORK, NY
Past

June 6, 2014 - August 31, 2017

G&L PARTNERS, INC.

BD
CRD#: 129605
SEA CLIFF, NY
Past

January 2, 2014 - June 10, 2014

GLOBAL DIRECT EQUITIES, LLC

BD
CRD#: 124514
NEW YORK, NY
Past

May 29, 2013 - December 31, 2013

BENJAMIN & JEROLD BROKERAGE I, LLC

BD
CRD#: 29110
NEW YORK, NY
Past

October 21, 2009 - May 31, 2013

DIRECT ACCESS PARTNERS LLC

BD
CRD#: 120950
NEW YORK, NY
Past

April 15, 2009 - October 20, 2009

TAG SECURITIES CORP.

BD
CRD#: 104076
NEW YORK, NY
Past

October 12, 2006 - October 19, 2009

LEK SECURITIES CORPORATION

BD
CRD#: 33135
NEW CITY, NY
Past

January 28, 2005 - March 30, 2006

TD PRIME SERVICES LLC

BD
CRD#: 1914
NEW YORK, NY
Past

August 11, 2004 - September 23, 2004

TD PRIME SERVICES LLC

BD
CRD#: 1914
NEW YORK, NY
Past

October 23, 2003 - January 3, 2005

LEK SECURITIES CORPORATION

BD
CRD#: 33135
NEW CITY, NY
Past

October 1, 2000 - April 16, 2009

LL PARTNERS, INC.

BD
CRD#: 32189
NEW YORK, NY

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

General Industry/Product Exam
RR
Series 7A
Date: 7/30/2003
Floor Broker Representative Exam
General Industry/Product Exam
RR
Series 25
Date: 10/4/2002
NYSE Trading Assistant Examination

Current Firm

ME
MERIDIAN EQUITY PARTNERS, INC.
MERIDIAN EQUITY PARTNERS, INC.

CRD#: 133849 / SEC#: , 8-66784

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
C/o Accounting & Compliance International 199 Water St 9th Fl, New York, NY, 10038
Mailing Address
C/o Accounting & Compliance International 199 Water St 9th Fl, New York, NY, 10038
Phone number
(212) 742-8472
Established
New York since 11/26/2004
Firm type
Corporation
Fiscal year end
March
Firm Size
Small
# of Employees

FINRA licenses (8 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
ACQUAFREDDA, JONATHAN MICHAELSECRETARY/DIR2502343
CORPINA, JONATHAN DOUGLASCEO/PRESIDENT/TREAS/DIR2575529
LYTLE, COLUMB PATRICKVP/DIR/CFO/COO/CCO/PFO/POO2810260

Disclosures

Regulatory Event2

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.

Company Information

MERIDIAN EQUITY PARTNERS, INC.

CRD#: 133849

TRUST BUT VERIFY

Monitor Gary Levine

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Guy David Peel
Guy PeelAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Helena, MT
Mark Brown
Mark BrownAdvisorCheck Check Mark
AUSDAL FINANCIAL PARTNERS, INC.
IAR
RR
Estero, FL
Jeffrey Paul Meotti
Jeffrey MeottiAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
MADISON, CT
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.