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
ML

Matthew T. Levinson

EQUITYBEE SECURITIES
PALO ALTO, CA 94301
Some features on this profile are disabled
CRD#: 2972310
ML

Professional summary

Matthew Todd Levinson is a registered financial professional currently at EQUITYBEE SECURITIES, LLC located in Palo Alto, California.

Matthew is registered as a RR (Registered Representative) and started their career in finance in 1998. Matthew has worked at 12 firms and has passed the Series 63, SIE, Series 55, Series 7 and Series 24 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) - BD

Click below to view Matthew Todd Levinson'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

January 12, 2026 - Present

EQUITYBEE SECURITIES, LLC

Office #1: 955 Alma Street. Suite B, Palo Alto, CA 94301
BD
CRD#: 41896
PALO ALTO, CA
Past

February 5, 2025 - January 9, 2026

BUTLER CAPITAL PARTNERS

BD
CRD#: 114242
OYSTER BAY, NY
Past

July 28, 2022 - August 15, 2024

LPS CAPITAL LLC

BD
CRD#: 155246
NEW YORK, NY
Past

July 12, 2016 - June 10, 2020

CSNR SERVICES, LLC

BD
CRD#: 282085
Armonk, NY
Past

October 24, 2007 - June 16, 2014

TRADE INFORMATICS LLC

BD
CRD#: 143867
PURCHASE, NY
Past

June 16, 2006 - July 25, 2006

MAS BROKERAGE GROUP, INC.

BD
CRD#: 131276
NEW YORK, NY
Past

October 25, 2005 - March 30, 2006

L4 PARTNERS, LLC

BD
CRD#: 134919
NEW YORK, NY
Past

August 11, 2004 - January 18, 2008

TD PRIME SERVICES LLC

BD
CRD#: 1914
PURCHASE, NY
Past

May 10, 2004 - February 27, 2006

LL PARTNERS, INC.

BD
CRD#: 32189
NEW YORK, NY
Past

October 13, 2003 - May 6, 2004

LEERINK PARTNERS LLC

BD
CRD#: 39011
BOSTON, MA
Past

September 9, 2002 - March 26, 2003

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
NEW YORK, NY
Past

January 14, 1998 - September 9, 2002

GOLDMAN SACHS EXECUTION & CLEARING, L.P.

BD
CRD#: 3466
NEW YORK, NY

State Registrations and Notice Filings

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

RR
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

RR
Florida
(2/6/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 7/21/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 55
Date: 4/26/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 7
Date: 1/12/1998
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 2/23/2005
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

ES
EQUITYBEE SECURITIES, LLC
EQUITYBEE SECURITIES, LLC | HMI INVESTMENTS, LTD. | HAMILTON MILLER INVESTMENTS, LLC

CRD#: 41896 / SEC#: , 8-49621

BD
Broker-Dealer Firm Regulated by FINRA (San Francisco district office)
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
955 Alma Street. Suite B, Palo Alto, CA 94301
Mailing Address
955 Alma Street. Suite B, Palo Alto, CA 94301
Phone number
(650) 847-1149
Established
Delaware since 03/04/1998
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
EQUITYBEE INC.PARENT
DANIELS, RICHARD MATTHEWFINOP/PFO/POO5877964
KAISER, MICHELLE AMBROSIOCHIEF EXECUTIVE OFFICER5880443
LEVINSON, MATTHEW TODDCHIEF COMPLIANCE OFFICER2972310

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

EQUITYBEE SECURITIES, LLC

CRD#: 41896Palo Alto, CA 94301

TRUST BUT VERIFY

Monitor Matthew Levinson

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

Similar Advisors

Ashkahn Moayedi
Ashkahn MoayediAdvisorCheck Check Mark
WELLS FARGO CLEARING SERVICES, LLC
IAR
RR
DANVILLE, CA
Ronald William Guay
Ronald GuayAdvisorCheck Check Mark
FALCON WEALTH PLANNING, INC.
IAR
San Jose, CA
AG
Adam GreenAdvisorCheck Check Mark
J.P. MORGAN SECURITIES LLC
IAR
RR
SAN MATEO, CA
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.