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SL

Steven E. Levitsky

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CRD#: 4286743
SL

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.

Steven Edward Levitsky was a registered financial professional .

Steven is a previously registered financial professional and started their career in finance in 2000. Steven had worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 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.
(1)Name of Business: Boston Harbor Wealth Advisors, LLC Address: 1400 Computer Drive Suite 201, Westborough, MA, 01581, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/07/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 11-20 Description of duties: Financial Advisor - Sales & Marketing (2)Name of Business: Boston Landmarks Orchestra Address: 20614 W Hillcrest Blvd, Buckeye, AZ, 85396, United States Activity Type: Non profit Position/Title: Advisory Board, Finance/Investment Committee Member Investment Related: Yes Start Date: 01/01/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: As a member of the Advisory Board of Overseers, I am a steward of the Orchestra. We provide free family concerts and music education programs throughout Boston.\nI also recently became a member of the Finance Committee.

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

March 24, 2016 - October 30, 2018

BOSTON HARBOR WEALTH ADVISORS, LLC

RIA
CRD#: 282486
ACTON, MA
Past

September 23, 2015 - June 28, 2024

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
WESTBOROUGH, MA
Past

September 4, 2015 - June 28, 2024

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
WESTBOROUGH, MA
Past

February 9, 2007 - September 9, 2015

EDWARD JONES

RIA
CRD#: 250
ACTON, MA
Past

December 6, 2000 - September 9, 2015

EDWARD JONES

BD
CRD#: 250
ACTON, MA

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

State Security Law Exam
RR
IAR
Series 66
Date: 1/27/2007
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 12/8/2000
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 7
Date: 12/5/2000
General Securities Representative Examination

Current Firm

BH
BOSTON HARBOR WEALTH ADVISORS, LLC
BOSTON HARBOR WEALTH ADVISORS | THE HAMILTON GROUP | NEW ENGLAND WEALTH ADVISORS | GREYLOCK WEALTH MANAGEMENT | FINANCIAL INDEPENDENCE ADVISORS | BOSTON HARBOR WEALTH ADVISORS, LLC

CRD#: 282486 / SEC#: 801-108986

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Contact information

Main Address
289 Great Road Suite 304, Acton, MA 01720
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents

Latest Form ADV

Part 2 Brochures

BOSTON HARBOR WEALTH ADVISORS DISCLOSURE BROCHURE, BROCHURE SUPPLEMENT, AND PRIVACY POLICY (6/14/2018)

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

BOSTON HARBOR WEALTH ADVISORS, LLC

CRD#: 282486

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