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ML

Matthew T. Levinson

BUTLER CAPITAL PARTNERS
OLD WESTBURY, NY
Some features on this profile are disabled
CRD#: 2972310
ML

Professional summary


Matthew Todd Levinson is a registered financial professional currently at BUTLER CAPITAL PARTNERS located in Old Westbury, New York.

Matthew is registered as a RR (Registered Representative) and started their career in finance in 1998. Matthew has worked at 11 firms and has passed the Series 63, SIE, Series 55, Series 7 and Series 24 exams.

top-8-questions

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

February 5, 2025 - Present

BUTLER CAPITAL PARTNERS

BD
CRD#: 114242
OLD WESTBURY, 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
(2/17/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 7/21/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 4/26/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


BC
BUTLER CAPITAL PARTNERS
BUTLER CAPITAL INVESTMENTS, LLC | NORTH CREEK BUTLER | BUTLER CAPITAL PARTNERS

CRD#: 114242 / SEC#: , 8-53413

BD
Broker-Dealer Firm Regulated by FINRA (Long Island district office)
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Contact information


Main Address
326 Centre Island Road, Oyster Bay, NY 11771
Mailing Address
Po Box 1358, Bayville, NY 11709
Phone number
(516) 333-2100
Established
New York since 04/16/2001
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (22 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#
BUTLER, R ALAN JRMANAGING MEMBER1049661
KEMPER, ANTOINE CLAUDE JRCOO1395246
KLICK, ANDREW SCOTTCHIEF COMPLIANCE OFFICER2186884
RIP, OLGAFINANCIAL AND OPERATIONAL PRINCIPAL (FINOP)/CHIEF FINANCIAL OFFICER (CFO)5440553

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


BUTLER CAPITAL PARTNERS

CRD#: 114242Old Westbury, NY

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